Documents

The Documents module stores, tracks, and links files to participants and workflows.

What it includes

• Documents library (/documents)
• Document detail and status views
• Entity-linked documents in related workflows

Typical workflow

1. Upload a document with clear title and type.
2. Link it to the right entity (client, referral, intake, etc.).
3. Review status and required follow-ups.
4. Use versions/history when updates are needed.

File quality tips

• Use consistent naming conventions.
• Avoid duplicate uploads of the same document.
• Mark stale or superseded files clearly.

Common issues

• Upload failed: Check file size/type restrictions.
• Cannot view document: Verify role permissions and organization scope.