Organisation document storage

The organisation document storage area in vCore lets you upload and manage documents centrally, outside of individual client or worker profiles. Documents stored here can be made visible to workers and clients through their respective apps. Navigate to Maintenance → Documents to access organisation-level document storage.

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Uploading documents

You can upload files or add URL links to the documents page.

1. Click Add a File or Add a URL at the top of the page
2. Select or upload the document
3. Click Manage to configure settings for the uploaded document

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Adding a URL

Add a URL links to a document that is already hosted elsewhere (for example, a policy PDF on your website or a shared drive link). Visualcare does not host or generate the URL - paste in the existing web address, then click Manage to set the document’s category and visibility.

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Visibility settings

When managing a document, set its visibility to control who can access it:

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Locking documents

Documents can be locked to prevent accidental deletion. When a document is locked, the delete button is disabled.

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Document categories and permissions

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Requiring a category on upload

If the setting User Must Select Document Category When Uploading is enabled (in Settings → General), you need to select a document category before uploading any file.

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Managing access permissions

Users only have access to documents for which they are granted permission. Document permissions are managed under Maintenance → Categories → Document Categories, where you set access by user group and worker type.

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Running into issues?

See General troubleshooting for common errors and fixes.

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