Add and Manage Documents

Documents provides an easy way for all members of the Care Circle to have easy access to important documents, for example insurance cards, a list of allergies, power of attorney, medical charts, identification cards, or whatever else is important for you. Every member of the care circle will be able to see and upload documents.

Adding a Document

  • Navigate to the document section by tapping the "Documents" icon in the bottom right corner of the app
  • Ensure that you have "Documents" selected using the toggle switch at the top of the documents section

  • Tap the + button to add a new document

    Choose a document from your device storage

    The appearance and layout of your device storage will depend on what type of device you have. For instructions on finding files see these third party resources:

  • Types of files accepted include PDF, Word, Excel, Text, JPEG, PNG, and GIF

Manage Existing Documents

  • Tap on any previously added document to open it into full screen mode. In full screen mode the document will be easier to view and read
  • To share, download, or delete a document, tap the "..." icon under the document title to open the quick control pop up. Or you can open the document into full screen mode. Using either method, you will see options to share, download, and delete

    • Tapping "Share" will open your device's share function with options to share via available apps on your phone such as text message or email

      The appearance and layout of your share menu will depend on what type of device you have.

    • Tapping "Download" will automatically download the file to your device's downloads folder.

      Steps to navigate to your device's download folder to find the document will depend on what type of device you have.

    • Tapping "Delete" will prompt you to confirm that you are sure you want to delete the file. After confirming, the document will be deleted and will no longer be recoverable

  • To assign a document as a favorite, simply tap the star icon in the upper right corner of the document thumbnail. The star will become yellow with a blue border
  • Tap on the "Favorites" button to swap from viewing all documents to viewing only favorites. Tap it again to revert to viewing all documents
  • To un-favorite a document, just tap the star icon again. The star icon will become grey again