Client Documents tab overview
The Documents tab is where Staff Members can access and upload documentation relating to the Client. When a Document is added, the relevant Document Type can be selected here and the relevant file uploaded.
This article provides an overview of the different sections of this tab in the Client record and includes a section regarding related learning content for reference.
Audience: All
Client Documents tab overview
The list of available Document Types is based on how this has been configured by your organisation in System Preferences. When a Document is uploaded here, it can then be added to other records related to the Client in SupportAbility, such as Client Warnings, Medical Conditions and Behaviours, Consent, Client Journals and Funding records as a reference.
The date the Document is due to be reviewed can be added here as well as who should be notified of this, resulting in a Dashboard prompt appearing to alert the Staff Member of this in advance of this date. When a Document is no longer current, the Status of the Document can be updated to Obsolete.
If required, additional Security settings can be utilised here to limit access to a Client Document to 'Managers Only' or to restrict access to a Document to those who work in a specific Service.
Filtering Documents
A filter panel is available at the top of the Documents tab to assist Staff in locating specific documents without scrolling through the full list. This is particularly useful for Clients with a large volume of documents.
The following filters are available and can be applied in any combination:
- Document Type — filters the list to documents of the selected type. In addition to the configured Document Types for your organisation, two additional options are available:
- Not Set — displays only documents that have no Document Type assigned, making it easy to identify and classify unclassified documents
- All Compulsory Documents — displays only documents whose Document Type is configured as Compulsory for the Services this Client is enrolled in
- Status — filters by Document Status: Current, Scheduled, Incomplete or Obsolete
- Document Date — filters by a date range applied against the Document Date field
- Due/Review Date — filters by a date range applied against the Due/Review Date field
- Notify — filters to documents where a specific Staff Member has been set as the notification recipient. Only Staff Members who have been assigned as a notification recipient on at least one document for this Client will appear in this list
When no filters are applied, documents are displayed in the default sort order: grouped by Status (Incomplete, Current, Scheduled, Obsolete), then by Document Date descending within each group. Applying filters does not change this sort order. Clearing all filters restores the full document list.
Documents uploaded to Client records can also be searched across multiple Clients using the Document Search available in the Reports menu.
Related learning content
The following articles have been linked below for reference and videos can be found in the Learning Centre in SupportAbility:
- Foundations | Client Documents article
- Uploading Documents article
- Locking Documents by Service article
- Download and Preview Documents article
- Document Search article