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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. 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. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. 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. How compliance works Understand requirements, rules, standings and when CareComplete works compliance out. A person's Compliance tab See where one client or employee stands, exempt them or move a due date, and print their compliance history.