Adding a Document to the Document Folders - Step by Step

Uploading and saving a document to a client profile is an easy process. Within the document folders section you can upload a variety of documents (PDFs, Word documents, JPG's, PNG's, etc.) that are stored securely in the cloud and accessible anywhere. To successfully upload a document:

1. Search for the profile you would like to upload a document to. Searching within CAC CareNet can be done in several locations, if you know the name of the client utilizing the main search bar in the upper left hand corner is easiest. Otherwise searching can be done within the client tab.

2. After making it to the client profile click on the document folders tab. Within this tab you'll have the ability to upload new documents as well as view any documents uploaded previously.

3. Once on the document folders tab there are several sections to pay attention to. (A) These are the available folders setup by the administrator where you can upload files (if you need to add a file folder, please contact your center administrator). (B) After selecting an available folder anything previously uploaded will appear here. (C) When uploading a new document to the client profile, simply choose the file from your desktop, select what folder you would like it to go into, give it a caption, and press the upload button. (Note: You may need to refresh your page after upload a document for it to appear).

Note: While the document folder can accept most documents, the max file upload is: 50mb

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