How do I…?
Upload a document for a participant
Client profile → Documents8 steps
The NDIS plan, service agreement, consent forms, risk assessments.
Do this
- 1
Open the participant.
- 2
Go to Documents.
- 3
Click Add and choose the file from your computer.
- 4
Give it a name you will recognise later.
- 5
Pick the category.
- 6
Put in an expiry date if it has one.
- 7
Click Save.
- 8
Anything close to expiring shows up on your dashboard, so you are told before it lapses.
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