--- title: How to Upload and Manage Files description: Upload and manage client files securely within the platform to maintain centralized documentation, support compliance, and enhance collaboration. --- [Skip to content](https://knowledge.cominghome.ai/en/knowledge-base/how-to-upload-and-manage-files#main-content) [![cominghome-logo-horizontal-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-horizontal-dark.png?width=208&height=32&name=cominghome-logo-horizontal-dark.png)](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Coming Home Knowledge Base](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) 2. [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en) 3. [Files & Notes](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#files-notes) # How to Upload and Manage Files ## Learn how to upload, access, and manage client-related documents within the Files tab to ensure secure and centralized record-keeping. ### What this feature does The **Files** feature allows users to securely upload, store, and manage client-related documentation within a client’s profile. This ensures that all supporting documents are centralized, easily accessible, and auditable by authorized team members. By maintaining documents within the platform, organizations can improve collaboration, streamline service delivery, and support compliance with reporting and regulatory requirements. ### Key Benefits - **Centralized document storage** for all client-related files. - **Secure record-keeping** with controlled access. - **Easy access** to supporting documentation for services. - **Audit visibility**, including who uploaded the file and when. #### **Typical Documents Stored** - Birth certificates - Social Security cards - Medical records - Court documents - Supporting documentation for services #### Who can use this feature ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-05-36-26-0054-PM.png?width=670&height=220&name=undefined-Apr-15-2026-05-36-26-0054-PM.png) **Note:** Only **Organization Administrators** have permission to delete notes to maintain data integrity and auditability.   ### Where notes are located Notes are stored at the **client level** within the **Client Toolkit**, ensuring that all relevant information is centralized and easily accessible. ### How to Upload a File #### **Step 1: Navigate to the Files Tab** 1. From the left-hand sidebar, click **Clients**. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-06-02-40-0699-PM.png?width=127&height=281&name=undefined-Apr-15-2026-06-02-40-0699-PM.png) 2. Select the desired client. 3. Open the **Files** tab within the client’s profile. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-06-03-02-5666-PM.png?width=559&height=273&name=undefined-Apr-15-2026-06-03-02-5666-PM.png) #### **Step 2: Add a New File** 1. Click the **+ Add File** button. **![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-06-02-02-8797-PM.png?width=138&height=71&name=undefined-Apr-15-2026-06-02-02-8797-PM.png)** 2. The **Add File** window will appear . ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-06-02-28-7894-PM.png?width=284&height=259&name=undefined-Apr-15-2026-06-02-28-7894-PM.png)   #### **Step 3: Complete the Required Fields** - **File Name** *(required)* – Enter a descriptive name for the document. - **Upload File** – Drag and drop the file or click to select it from your device. #### **Step 4: Save the File** 1. Click **Add File** to complete the upload. 2. The file will now appear in the client’s file list, displaying the **upload date** and **user who added it**. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-06-03-18-6360-PM.png?width=670&height=327&name=undefined-Apr-15-2026-06-03-18-6360-PM.png) ### How to View or Download a File 1. Follow "**Step 1: Navigate to the Files Tab**" above. 2. Locate the desired file in the list. 3. Click on the Download Icon to the right of the file: ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-06-05-33-9283-PM.png?width=670&height=133&name=undefined-Apr-15-2026-06-05-33-9283-PM.png) This allows authorized users to quickly access important documentation when needed. ### How to Delete a File Archiving a file allows organizations to retain historical documentation while keeping the active file list organized. #### **Steps to Archive** 1. Navigate to the **Files** tab within the client’s profile. 2. Locate the file you wish to archive. 3. Click the **Delete Icon** option associated with the file. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-06-07-11-5158-PM.png?width=40&height=58&name=undefined-Apr-15-2026-06-07-11-5158-PM.png) 4. Click Delete on the pop up to fully remove the file from the system. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Apr-15-2026-06-07-57-5568-PM.png?width=445&height=149&name=undefined-Apr-15-2026-06-07-57-5568-PM.png) **Permission Reminder:** Only **Organization Administrators** can delete files.  ### Tips / Best Practices - **Use clear and descriptive file names** to make documents easy to identify. - **Upload relevant documentation promptly** to maintain accurate records. - **Archive instead of deleting** files whenever possible to preserve historical data. - **Ensure compliance with privacy and security policies** when handling sensitive information. - **Verify file size and format** before uploading to avoid errors. #### **Result** By using the Files feature, organizations can: - Maintain a secure and centralized repository of client documentation. - Improve collaboration among team members. - Support compliance with audits and reporting requirements. - Ensure quick and reliable access to essential records. - Preserve historical documentation through archiving. #### **Related Articles** - [Overview of the Client Toolkit](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-the-clients-dashboard?hsLang=en) - [How to Add, Edit, and Delete Notes](https://knowledge.cominghome.ai/en/knowledge-base/how-to-add-edit-and-delete-notes?hsLang=en) - [How to Assign an Assistance at the Client Level](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-assistances-to-a-client-overview?hsLang=en) - [Overview of Programs](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-programs?hsLang=en) - [Overview of Assessments](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-assessments?hsLang=en) --- ### Need more help? If you need assistance uploading or managing files, please contact your **Organization Administrator** or reach out to our **Support Team** through the in-platform chat and select **“Report an issue.”** - [Getting started](https://knowledge.cominghome.ai/en/knowledge-base/getting-started?hsLang=en) - [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#main-content) - [Creating and editing a client record](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#creating-and-editing-a-client-record) - [Assignments](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assignments) - [Assistances at a client level](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assistances-at-a-client-level) - [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#program-enrollment) - [Files & Notes](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#files-notes) - [Referrals](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#referrals) - [Programs](https://knowledge.cominghome.ai/en/knowledge-base/programs?hsLang=en) - [Assistances](https://knowledge.cominghome.ai/en/knowledge-base/assistances?hsLang=en) - [Milestones](https://knowledge.cominghome.ai/en/knowledge-base/milestones?hsLang=en) - [Settings & Administration](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#main-content) - [Users & Permissions](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#users-permissions) - [Coming Home Mobile App](https://knowledge.cominghome.ai/en/knowledge-base/coming-home-mobile-app?hsLang=en) [![cominghome-logo-stack-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-stack-dark.png?width=127&height=48&name=cominghome-logo-stack-dark.png "cominghome-logo-stack-dark")](https://www.cominghome.ai/?hsLang=en) https://www.cominghome.ai/ [mailto:customersupport@cominghome.ai](mailto:customersupport@cominghome.ai) Copyright © 2026, Coming Home