Uploading Documents

Astalty lets you upload and manage documents across your account, from Participant and User profiles to supports, tasks, notes, plans, sites and Directory records.

A Participant's Documents page brings together the documents you can access for them, including files attached to their profile, tasks, notes, plans, implementations, information items, records and signature requests. It also includes their supports' documents if you can see supports. You only see documents on tasks and notes you can view.

Where you can upload documents

Documents can be attached to a wide range of records in Astalty, including:

• Participant profiles: upload directly from the Documents tab on any Participant. See Participant Documents.
• Supports: upload support-specific files from the Documents tab on a support. On recurring supports, you can add the same document to selected future supports in the series. See Support Goals and Documents.
• Tasks & Notes: attach supporting files to a task or directly to a note. See Adding Documents to a Task.
• User profiles: store compliance documents, certifications, or other files against a user. See User Documents.
• Sites: store documents against a site. See Site Information Items & Documents.
• Directory records: upload documents to Contacts, Organisations, and Plan Managers via the Directory.

Categorising documents

You can assign Categories to documents when uploading or at any time afterwards. Categories make it easy to filter and find documents later. To add a new Category, type its name in the category field during upload and select Create. You can also manage Categories from Documents Settings.

Bulk importing documents

If you're migrating to Astalty and need to import documents in bulk, see the Documents Import guide.

Need help?

If you have any questions about uploading or managing documents, contact us at support@astalty.com.au.