Users can attach documents like PDFs, images, and MP4 audio files to provider records, cases, and intake reports. They can include any relevant documents, such as a copy of a driver’s license or a training certificate.

How to Add an Attachment

  • Select the plus icon towards the right-hand side of the Attachments section. This will open your computer's file explorer.
  • Select the file you want to upload.
  • Select Open.