The important client documents can be uploaded to the Key Document Section under the client's profile.

2. Click on the +New Documents button.

The Key Documents can be shared with the Client and Caregiver by clicking on the share icon.

**Note:

The shared documents will be visible to the Caregiver only during an active or upcoming schedule with the Client(s). Upon the completion of the schedule and if the Caregiver has no further schedules with the Client, the shared documents will not be visible.

The key documents shared with the client will always be available on the client portal's Key Documents section.