Q. I have a large number of historical documents; how do I manage this effectively?

Q. I have a large number of historical documents; how do I manage this effectively?

·         Following uploading and on-boarding the current documents (and any archived ones with Assessments in them) -

·         Return at a later date to upload the entire document history for a CYP who has a large number of documents.

·         With the majority for these documents being historical documents it will not affect your generation of the SENDiT iPlan. 

·         A further tip – when you upload the historical documents these can be archived immediately by using the ‘archive’ option.