CarelioCore Features
Document Management
Upload, store, and find service agreements, plans, and other paperwork against the right participant.
Documents — J. Nguyen
Service Agreement 2026.pdfSigned
NDIS Plan — current.pdfUploaded by participant
Risk Assessment.pdfPending review
Illustrative preview — not real participant data.
No more chasing PDFs across email threads or shared drives. Document Management keeps every file — service agreements, NDIS plans, supporting paperwork — attached directly to the participant it belongs to.
Participants can see and upload their own documents at any time, so getting a signed form or a new plan copy into the system doesn't have to wait on office hours.
Who it's for
Admins and Managers managing paperwork, and participants who need to submit or check their own documents.
What you can do
- Upload documents against any participant's record
- Participants can view and upload their own documents any time, from their own portal
- Recent uploads show up on the participant's overview so nothing gets missed
- Storage access is locked down per organisation — one org can never see another's files