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Guides for using CareComplete. Search for what you need, or browse by topic.
5 articles match “file cabinet”
Files and the file cabinet
Find, open, stamp and download the documents filed under a person, or across the whole agency.
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.
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.
Finding your way around
Learn the sidebar menu, the person search and the add menu in the header, so you can get to any screen quickly.
Working with lists
Filter, sort and group any list, choose its columns, and save the views you use as bookmarks.