The Document Library is the central filing cabinet for everything your organisation needs to keep on hand — policies, procedures, form templates, training materials and more. It's accessible from both the web dashboard and the mobile app, so the right file is always a click away.
This is a read-only tour: you'll see where the Library lives, how to search it by name, and how files are organised into folders with role-based access. Documents stored here are automatically indexed, so they show up in search and feed the AI assistant's answers.
Step 1
Open the Document Library
Go to Library in the sidebar. The page lists every document available to you — your organisation's central, shared filing cabinet, the same on web and mobile.
Step 2
Search by name
Use the search box to find any document by name. Everything uploaded here is indexed automatically, so policies, procedures, templates and training materials all turn up as you type.
Step 3
Browse folders
Files are organised into folders with role-based access, so the right teams see the right documents. Open a folder to reveal exactly what's inside — no changes made.
Step 4
One library, everywhere
The same Library powers the web dashboard, the mobile app, and the AI assistant — when staff ask a question in chat, the AI can reference these documents to answer accurately.
Keep reading
Tutorial
Find a client's documents
Pull up care plans, consents, ID, and any other reference material attached to a client's profile.
Mobile appTutorial
Fill out a form
Submit a visit note, incident report, or any other configured form — drafts autosave so you can pause and pick up later.
Mobile appTutorial
Accept a new shift
Move pending shifts to Confirmed so they show up in your roster and are ready to clock into.
Mobile app