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Messages, forms and documents

Documents

Client files, staff compliance and organisation policies, with expiry tracking.

Updated 15 October 2026Corella’s help for this screen, word for word

Access:
Participant and patient records at Manage, set by role in Settings → Roles

On this screen

Upload a document

Add a file, categorise it, and set an expiry if it has one.

Send a document

Share a document with somebody outside the organisation.

  • Check the recipient before you send. A care document going to the wrong address is a notifiable matter.

This is the help Corella shows on this screen, word for word, written in its default words: client and carer.

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