These help to categorise the documents that you upload, whether they're copies of a carer's DBS Certificate or a client's Care Plan.

We provide a list of defaults, however you can make changes or add your own by opening Settings from the main navigation, and then Document Types. Clicking the :add: icon in the top right hand corner will allow you to create new options.


Choose whether the Document Type is applicable to carers, clients, or both and then click Create.

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