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Filing documents from the inbox Upload scanned documents to an inbox, split or merge them, and file each one under the people it belongs to. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. Versions keep the past as it was Why forms, living documents such as a plan of care, and a client's task list change by new versions instead of being edited in place. Publishing a form and its versions Put a form into use, change it safely in a draft, and understand living documents and many responses. Filing, stamps and document workflows Why documents pass through an inbox before they are filed, how stamps record each step a document goes through, and ways to divide the work. Who can use a form, and My Forms Let caregivers and other staff fill in, view or acknowledge a form, and see what they must read on My Forms. Organising your agency with assignments Practical ways to set up assignment types and use them so each person's day starts on their own clients and caregivers. Setting up signatures on a form Add signature lines to a form, choose who signs each one, and decide whether signatures are enforceable. Working without a signal Why the caregiver portal keeps working in homes with no connection, what it holds on the phone, and what the office sees afterwards. A person's profile and tabs Read a person's header, move between their tabs, and update their name, photo, phone numbers, emails and addresses. Building a form Create a form from scratch or a starter template, then lay out its sections and questions. Assignments: who looks after whom What an assignment is, why CareComplete keeps it as a timeline, and how it shapes the lists, dashboards and boards you work from.