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    Documentation

    Notes and Documents

    Use profile notes, team notes, and document storage on foster records

    In this guide

    Key sections from this documentation page.

    Foster NotesFoster DocumentsApplication Uploads and Signatures

    Foster Notes

    Foster profiles use separate note surfaces:

    • A saved Note appears with the profile facts when present.
    • Status Notes preserve the reason for a recent status change.
    • Team Notes in the right context column support threaded internal discussion and attachments.

    Use Team Notes for review decisions, placement context, follow-ups, and handoffs. They require Foster Coordinator access and are not visible to the foster.

    Foster Documents

    Select Documents in the profile toolbar, or follow the left-rail Documents link, to open the full document tab.

    Authorized users can:

    • Upload one or more files.
    • Preview supported file types.
    • Download a file.
    • Edit its metadata.
    • Delete it.

    Foster agreements, identification, home-visit records, training certificates, licenses, and other supporting files can all be stored here. They also appear in the central document library.

    Application Uploads and Signatures

    Uploads, agreements, and signatures collected by the configured foster form remain with the application or custom details. Use Edit to update form-driven data; use the Documents tab for files managed directly on the profile.

    Activity

    Recent document, status, assignment, and profile events appear in Activity beside Team Notes.

    Related

    • Managing Foster Profiles
    • Reviewing Foster Applications

    Keep reading

    Move through the documentation in order.

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