Documents and photos on a profile

Every profile has a Documents card: the files the office keeps for that person, like an insurance card, a signed consent form, an evaluation or a photo. Everyone on your team can see them. Nobody outside your agency can.

On a computer it's on the right, under Details. On a phone, scroll down past the log and tasks.

#Add documents

1. Open the profile.
2. In Documents, click Add and choose one or more files. Or drag files from your computer onto the card.
3. Each file shows in a list. If you like, type a short title, for example "Insurance card (front)". Leave it empty to use the file name.
4. Click Upload 1 file (or Upload 3 files).

You can add pictures (JPEG, PNG, HEIC…), PDFs, Word and Excel files, and text files, up to 25 MB each and 20 at a time.

#From a phone

• Tap Photo to take a picture with the camera, for example of an insurance card. Tap Upload 1 file.
• Tap Add to choose files or photos already on the phone.

#See a document

Each file shows as a tile: the picture itself, the first page of a PDF, or an icon for Word and Excel files. Under it are the title, who added it and when.

Click a tile to open it large, right in Caseglen. Nothing is downloaded:

• Pictures show full screen. Click the picture to see it full size.
• PDFs show every page, with zoom buttons.
• Word documents show as a page, and Excel files as a sheet with tabs.
• Use ← and → (or the arrow keys) to go through the person's documents. Press Esc to close.

To save a copy, click Download.

The card shows the newest few. Click Show all to see every document.

#Rename or delete

1. Point to the tile (on a phone, it's always there) and click ⋯.
2. Click Rename, type the new title and press Enter. Or click Delete and confirm.

You can also delete from the large view: click Delete at the top.

You can rename and delete documents you added. A Director can do it for anyone's.

#It's in the log too

Adding a document writes "Added document: Insurance card (front)" in the person's log, with who did it and when. Deleting writes "Removed document: …". These lines can't be changed. Click Documents above the log to see only them.

When a director deletes a person, their documents are deleted too.

#Good habits

• Give scans a clear title, like "Consent form 2026", so the right one is easy to find.
• Keep clinical notes and session records in your clinical system.