Documents and Drive

Where every file is kept: making and uploading documents, each file’s menu, and the tools for scanning paper in and filing it.

2 parts · 1 minDocuments and formsFor the office

The lesson plays on a sample agency, so nothing you do in it changes anything. Open any item in the lesson's panel to read about it, and press See how to watch it done.

What this lesson covers

Everything the lesson says, part by part.

  1. 1

    On the way: Drive is in the sidebar.

    This is Drive

    Every document your agency keeps, in folders and filed under the client or caregiver it belongs to.

    In the sidebar under Drive.

    On this page

    Every fileFolders, documents, uploads

    Each row shows what it is, who it is filed under, who added it and when it changed.

    See how shows:

    1. Your files Newest changes first.
    Read the guide
    Make or upload somethingFolders, documents, uploads

    New makes a folder, a spreadsheet, a note, a document or a form, or uploads files from your computer.

    See how shows:

    1. New › Upload files PDFs, photos, Word and Excel.
    Each file’s menuOpen, download, rename, remind

    Each file opens, downloads, renames or is deleted from its menu, and can carry a reminder.

    See how shows:

    1. Add reminder Right-click a file, or hold it on a phone. Handy for a card that expires.
    Find a fileBy name, type, person or date

    Search Drive by name, or narrow it by type, by person and by when it changed.

    See how shows:

    1. Search Drive The filters sit beside it.
    Bring back a deleted fileRecently deleted

    Recently deleted keeps what was removed, so you can bring it back.

    See how shows:

    1. Find a file, or bring one back
    2. Search searches every folder Clients’ and caregivers’ folders too. Filter to projects or a kind of file.
    3. Recently deleted Deleted files stay here for a while. Open one to restore it where it was.
    Scan paper inAnd the other document tools

    The document tools scan paper in and file it, search inside documents, and keep collections.

    See how jumps ahead to part 2: Your document tools.

    Read the guide
  2. 2

    On the way: Scan paper in opens the document tools.

    Your document tools

    Everything on file: forms, scans, faxes and uploads, with tools for each one.

    Drive › Scan paper in. Back to Drive takes you back.

    On this page

    Scan a stack inScans or photos, filed for you

    Drop a folder of scans or photos and file each one against the right person.

    See how shows:

    1. Scan paper in Each page is filed for you to check.
    Read the guide
    Work on one documentMark up, split, redact, route

    Each document can be marked up, made fillable, split, checked, redacted or sent on a route, and keeps its history.

    See how shows:

    1. Open a document Press any file in Drive. Its tools run along the top.
    2. Mark up Write, highlight or stamp on it.
    3. Split Make one file of each part.
    4. Redact Black out what others should not see.
    5. Send on a route Each person signs or approves in turn.
    Make a paper form fillableSo it can be filled in on screen

    Make it fillable turns a paper form into a form in Forms that people fill in and sign on screen. Form fields, beside it, adds boxes to this PDF and keeps it a PDF.

    See how shows:

    1. Open a document Press any file in Drive. Its tools run along the top.
    2. Make it fillable It becomes a form in Forms that people fill in and sign on screen.
    Read the guide
    Back to DriveYour folders again

    Back to Drive returns you to your folders.

    See how shows:

    1. Back to Drive At the top of the tools.

At the end

Now you know where your documents are kept

Watch next

Documents and formsForms and e-signaturesMake a form, start from a template, put forms together into packets, and send a document out to be signed.5 parts · 2 min
CommunicationEmail and lettersYour agency’s email inside AveeCare: writing, blasts to a group, your email design and an automatic reply, and letters filled in for a client.5 parts · 2 min
CommunicationChat with your teamMessage your office and caregivers, reach clients by email, start a group, and send a file or a schedule.3 parts · 2 min