Notes and Documents

Notes

The Notes tab on a profile provides a collaborative space for your team to record internal information. Notes are visible only to staff; the person cannot see them. The Notes tab works identically on adopter, foster, and volunteer profiles.

Adding a Note

1. Go to the profile and click the Notes tab
2. Type your note in the input field at the top
3. Submit the note

Each note records who created it and when, so your team always knows the information source.

Comments on Notes

Notes support threaded comments, so team members can respond to specific notes with follow-up information or questions. To add a comment, expand a note and use the comment field.

Deleting Notes

If you have the appropriate permissions, you can delete notes and comments. Deleted notes are removed permanently.

Permissions

The Notes tab requires the appropriate role for the entity type: Adoption Counselor for adopters, Foster Coordinator for fosters. If you don't see this tab, ask your administrator to assign the role in Settings > Team & Roles.

Documents

The Documents tab lets you upload and manage files associated with the person. Common uses include:

• Application forms or signed agreements
• Home visit reports or photos
• Identification documents or training certificates
• Veterinary references
• Any other supporting documentation

Uploading a Document

1. Go to the profile and click the Documents tab
2. Use the upload area to select and upload files
3. The document appears in the list with its filename, upload date, and size

Managing Documents

From the Documents tab, you can view, download, and delete uploaded documents.

Next Steps

• Manage adopter records for general profile management
• Track adoption history for the adopter's complete record