The Files and Contacts Module is the best way to organize all of your caregiving documentation in one spot. Whether you need to store your contacts, business organizations, documents, or other attachments, you can do it all in the Files and Contacts Module.
To create or add information, simply click the plus icon in the lower right-hand corner, select the document type you want to create and add the details. Click Save when you’re done, and that’s it!
For extra organization, you can add Folders. Click the Blue Plus Sign in the bottom right-hand corner and select Folder.
From the main page, you can filter your notes by type or search by name.