Notes on Adopter Profiles
Adopter profiles have two different note surfaces:
- A single Note or status-note value can appear with the profile facts when it exists. Update form-driven values through Edit.
- Team Notes appear in the right context column. They support internal staff discussion, comments, and attachments.
Team Notes require Adoption Counselor access and are not shown to the adopter.
Documents
Select Documents in the profile toolbar, or use the Documents link in the left rail, to open the full document tab. From there, authorized users can upload files, preview supported formats, download files, edit metadata, and delete files.
Common adopter documents include:
- Applications and agreements.
- Identification or verification records.
- Home-visit information.
- References and supporting files.
- Adoption-related paperwork.
Documents attached to an adopter are also available through the central document library.
Form Uploads and Signatures
Uploads, agreements, and signatures collected by the adopter form remain part of the form/application details. They are separate from files added on the Documents tab.
Activity
Document and profile events can appear in Activity in the right context column, keeping recent record changes beside Team Notes while the main profile remains focused on pets, meetings, and application details.