01
Find the document
In the Person We Support’s profile, open the Support Document tab. Find the document you want to update and click the upload icon next to it.
How to
Upload a new version of a document.
When something in a document changes – an updated risk assessment, an annual review, a medication change – upload the new version rather than starting a new document.
A
Part one
How to upload the new version
02
Click Change
The Update Document dialog opens. Click Change next to the existing file to open your file explorer.
03
Choose the new file
Select the correct PDF from your computer and open it.
04
Add a change description
Write a short note explaining what’s new or different about this version – for example, ‘Updated after annual review’ or ‘Medication change – section 4 updated’. Then click Update.
B
Part two
What happens next
Old versions are kept
The previous version is never deleted. The new version appears as the current one (marked in green), and the older versions sit underneath in the version history.
Who sees what: Managers can see every previous version, along with any comments left on those versions. Support colleagues only see the current version.
Colleagues will be notified to re-sign
Support colleagues will receive a notification when the document is updated. They will need to read the new version and sign again – signatures don’t carry over from previous versions.
This is why the change description matters. It’s the first thing colleagues see when they’re asked to re-sign. A clear note helps them understand what’s changed without re-reading the whole document from scratch.