Before you start
- 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.
Step 1
Choose participant or organisation document area
Use the participant Documents tab for participant specific files. Use Documents for organisation level document work if your role allows it.
Step 2
Upload the file
Choose upload, select the file and add a category such as NDIS plan, report, consent, invoice evidence or provider document.
Step 3
Add useful metadata
Add a clear name, description and participant link. For plan PDFs, also attach the file on the participant plan so budgets and source documents stay together.
Step 4
Review access and sensitivity
Check that the file should be visible to users with participant access. Keep private or sensitive files in the right category.
Step 5
Use documents in follow up work
Reference documents from case notes, plan reviews, service agreements or compliance work when they support the participant record.
What you should have now
Documents are organised, linked to the correct participant and easy to retrieve when evidence is needed.