Documents and communication

How to upload and manage documents

Upload participant files, categorise documents, control access and keep evidence attached to the right record.

Coordinators, therapists, managers and admins

6 minutes

App area: /dashboard/documents

Before you start

Check these items before changing participant, billing or compliance records.

Use files that belong to the participant or organisation record you are updating.
Name files clearly before upload if possible.
Do not upload unrelated sensitive information.

Steps

Use the participant Documents tab for participant specific files. Use Documents for organisation level document work if your role allows it.

Choose upload, select the file and add a category such as NDIS plan, report, consent, invoice evidence or provider document.

Add a clear name, description and participant link. For plan PDFs, use the plan upload workflow when you want AI extraction.

Check that the file should be visible to users with participant access. Keep private or sensitive files in the right category.

Reference documents from case notes, plan reviews, service agreements or compliance work when they support the participant record.

Documents are organised, linked to the correct participant and easy to retrieve when evidence is needed.

Browse the full guide library or sign in and ask the CordoCare AI assistant for contextual help.