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How to Upload Your Documents

You can upload certificates, qualifications and other requested documents through the Care Diary app.

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Written by Gaurav

You can upload certificates, qualifications and other requested documents through the Care Diary app.

  1. Open the app and select Settings from the bottom menu.

  2. Select Documents.

  3. The Documents screen displays your existing documents and their status. Select Add Document.

  4. Select the appropriate Category, such as:General;Compliance;Finance;Payroll; orTraining.

  5. Select the correct document Type.

  6. Add a short note for the approver explaining what the document is.

  7. If the document has an expiry date, enable Has Expiry Date and enter the correct date.

  8. Select Add Media and attach the document from your device.

  9. Check that the correct file has been attached, then select Save.

  10. A confirmation message will appear when the document has been uploaded successfully.

The document will initially show as Pending while your organisation reviews it. Once approved, its status will change to Approved, and it will be added to your profile.

Check the Documents section regularly for pending, approved, rejected or expired documents.

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