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 open in the Notes tab for internal staff discussion, comments, and attachments. The right context column shows the two newest notes as truncated previews. Click a preview to open its discussion, or View All to open the full tab.
Team Notes require the Adoption & Foster Counselor, Privileged, or Admin role and are not shown to the adopter. Each team member can edit or delete only their own notes and delete only their own comments.
Documents
Select Documents in the profile toolbar 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 the Team Notes previews while the main profile remains focused on pets, meetings, and application details.