12.8.2021 - Documents on Seeker Profiles

Seeker Profiles are automatically created any time a referral or Assessment has been made for a Seeker by a Navigator. They are also created when a referral has been received by a Program, or when the Program adds a referral to their Inbound Referrals Dashboard.

Once the Seeker's Profile is created, users can upload documents. Documents allow Navigators and Programs to store documents important for helping a Seeker and connecting them to programs.

What's New?

Previously, documents were only visible to the Navigator/Program who uploaded them to the Seeker Profile.

Now, documents will be visible to the Navigator/Program who uploads them and other team members who are in a group where Team Navigation/Sharing is enabled!

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