Uploading documents to a case
Sometimes there are files that belong with a case but that FCR doesn't generate itself — the referral packet, a court order, an email from the family case manager. The Uploaded documents tab lets you attach those files directly to a referral, so the whole case lives in one place.
Think of it as the case's filing cabinet. It's for your agency's own reference — it isn't submitted to DCS, and it's separate from the notes, plans, and reports FCR produces.
Any staff member assigned to the case can upload and view its documents. Supervisors and Practice Managers can also delete them. You only ever see documents for the cases you're assigned to.
Before you start
- The file you want to attach, saved as a PDF or Word document (.docx), up to 10 MB.
- A short description of what it is — you'll be asked for one.
Uploads must be PDF or Word (.docx) files. Phone photos won't work — an iPhone photo is an HEIC file, which many computers can't open. If you have a paper document, use your phone's scan-to-PDF feature (the Notes or Files app can do this) and upload the PDF instead. FCR will remind you if you pick a photo by mistake.
Upload a document
- Open the referral, find the Documents card, and select the Uploaded documents tab.
- Choose Upload.
- Describe the document first — the form asks "What is this document?" Enter a short label like "Court order" or "Referral packet" (up to 200 characters). A good description makes the list easy to scan later, since filenames are often just
scan_001.pdf. - Choose the file (PDF or .docx).
- Select Upload. The document appears in the list right away.
FCR won't let you upload without a description, and you can't edit it afterward. If you make a typo, just delete the document and upload it again — files are small and it only takes a moment.
Viewing and downloading
The list shows each document's description, filename, size, who uploaded it, and when. Click a filename to download the file to your device (it downloads rather than opening in the browser).
The newest documents are listed first, and long lists are paged so a case with many files stays easy to navigate.
Deleting a document
Supervisors and Practice Managers can remove a document with the trash action. Because uploads are permanently deleted — there's no undo and no recycle bin — FCR asks you to confirm and names the exact file first. A staff member who uploaded a file can't delete it themselves; ask a supervisor if something needs to come down.
Deleting removes the file for good. Read the confirmation — it names the file — before you confirm. If you're not sure, cancel.
Frequently asked questions
What kinds of files can I upload? PDF and Word (.docx) documents, up to 10 MB each. Not images or other file types.
Why was my photo rejected? Phone photos are HEIC files, which don't open reliably on every computer. Save the document as a PDF (scan-to-PDF on your phone works well) and upload that.
Why do I have to write a description?
Filenames are usually unhelpful (Document (3).docx). A short description turns the list into something you can actually scan at a glance. It's required for that reason.
Can I fix a typo in a description? Not directly — descriptions can't be edited. Delete the document and upload it again with the corrected description.
Who can delete a document? Supervisors and Practice Managers. Staff members can upload and download, but not delete.
Do these documents go to DCS? No. Uploaded documents are your agency's own reference files. They're separate from the notes, plans, and reports FCR generates and submits.
Can I see documents on any case? Only the cases you're assigned to. The list is scoped to your caseload automatically.
Need help with something this guide didn't cover? Contact support and we'll walk you through it.