Document Upload FAQ

Ability to Upload Documents:

Questions: Why don't I see the document upload paperclip icon? What rights are needed for my users to upload documents in CASTiNET?

Answer: Currently document upload is available when entering an individual's income, after completing a service, or when entering identification information. Users need to have the selected right(s) to see the paper clip icon.

Users need additional user rights to upload documentation: 

• Client Intake - Document Upload
  • User can upload documents during intake for Identification and Income.
• Services - Document Upload 
  • User can upload documents on the service overview page.

The ability to view and delete documents are additional user rights:

• Document Reader: User can view the documents but not upload/delete.
• Document Delete: User can delete documents. Documents are not recoverable once deleted.

This article provides directions for Editing Users (Changing User Rights)