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Bulk Share Key Documents

How to share and unshare key documents in bulk with client and caregiver

T
Written by TJ
Updated over 3 months ago

The Agency/Admin User(s) can share Caregiver Key Document(s) with Clients and Client Key Document(s) with caregivers.

To share the documents in bulk, the user needs to go to the Key Documents section in the Client or Caregiver profile respectively. Select the documents to be shared and click on "Share with Client" or "Share with Caregiver".

To stop sharing the documents, the user needs to select the documents by marking the checkbox and click on "Stop Sharing with Client" or "Stop Sharing with Caregiver" respectively.

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