Files — overview

Per-area document store: drag-and-drop upload, folders, group sharing.

Files is the area's document store. Care plans, risk assessments, scanned consent forms, photos of paperwork, audit packs — anything you'd normally keep in a physical folder.

What's in the box

  • Upload — drag-and-drop, multi-file picker, or single-file upload. Up to 99 MB per file. Any file type.

  • Folders — organise documents into a one-level folder structure.

  • Sharing — share a whole folder with one or more user groups in your realm.

  • Preview — PDFs, images, and Office documents preview inline.

  • Download — single-file download from the kebab (⋯) menu.

Access

Files inherit the area's access list — anyone with access to the area can read every file unless the folder is restricted via folder-level sharing.

Note — Files isn't a versioning system. If you re-upload a file with the same name, it sits alongside the older copy rather than overwriting it. Use clear naming and dates in filenames if you want to track revisions of the same document.

Last updated 21 May 2026 · by Carerealm · Suggest a feature or change to this article
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