How to upload client documents

Author: ICA | Date Created: 8/4/2024 | Date Updated: 6/26/2025

What this is

This article shows you how to upload a document or take a photo of a document and add it to the Client Files section of a client’s record.

What you need to know

Case managers often assist clients with gathering documents they may need to qualify for housing. Examples include: a birth certificate, driver's license, state ID, Social Security card, passport, military service documentation, proof of benefits, financial statement, disability documentation, immunization record, etc.

Follow these steps

Navigate to the Clients workspace, expand the Profile folder in the menu group, and select the Client Files option:

Selecting Client Files from the Profile Section

On the Client Files form, click the Add File button on the right:

On the Client File form, complete the following fields:
1. Document Name: Fill in a brief descriptive title of the file you are adding to the client record.
2. File: Click Choose File to upload a file from your device, OR click on the camera icon to take a picture of a document using your device.

Client File Form showing Document Name, and Choose File

Select the Restriction level based on whether or not the document being added should be shared statewide, or only within your Organization.
Once finished, click the Save button and return to the list of completed Client Files.

When you are done

Check that the uploaded document appears in the Client Files list and that the correct restriction level is applied. You can click on the file to confirm the correct version was uploaded or retake a photo if needed.