Finding the Files page
How do I upload a file to my record?
Click 'Add File.' This will allow you to select a file to upload and add additional details
How do I edit a file?
Select the pencil icon next to ‘Edit’ on the file. This will allow you to amend the notes.
How can I change the privacy of a file?
To edit privacy click on the pencil icon beside the privacy label of the file and select the new privacy label. Please note: Changing the privacy may result in some professionals and carers no longer being able to view the file.
See Privacy labels for more details on what privacy labels are.
How do I delete a file?
Select the tickbox next to each file you wish to delete and then select the delete button.
Note: Anyone with access can delete a file from a record, regardless of who uploaded the file.
How can I discuss a file?
Select each file you wish to discuss and then click ‘Discuss’
See Events & messages for more details on how messaging works in your record.
What types of files can be viewed?
- Images: jpeg, jpg, png, gif
- Microsoft Word documents: these are converted to PDF
If an attachment is not possible to view within PKB it will be available to download.
Can I upload videos?
Yes, it is possible to upload videos. For more information on uploading videos, please click here
The following table shows how our security rules will apply. Note that .docx files will be converted to PDFs and follow the rules for PDF.