The resident document file share lets you upload, view, search, and manage documents linked to individual residents. This guide explains how to access the file share, manage existing documents, and upload new ones.
Access the resident document file share
Select Resident Documents from the Documentation menu on the left.
View uploaded documents
In the file share, you can see:
All documents previously uploaded
The resident each document belongs to
Captions added during upload
Upload and update dates
Any document tags
Manage documents
If you have permission, you can:
Download documents
Delete documents
Search and filter documents
Use the keyword search to find specific documents.
You can also filter by:
Tags added during upload
Custom date ranges
Upload a new document
Click Upload Document.
Select the resident the document relates to.
Add a caption and an optional description.
If uploading a hard‑copy document, add a tag and the physical storage location.
For electronic files, upload the document from your device.
Click View Document in Progress Notes, then save it to the file share.
The document will appear in the resident’s progress S‑Node library on the date it was added.