Profile Documents

The Documents tab shows Pinned files from the person's personal Library. A pin shares the selected file and its retained history with profile readers. It does not share the rest of the Library. Care records remain separate.

Pin an existing file

1. Open your own profile or a profile you can manage, then Documents.
2. Select Pin existing file.
3. Search the eligible files and select Pin file.
4. If a file of that configured type is already pinned, review the selection and confirm Use this file instead.

The picker shows only files you can already access in that person's personal Library. Organization-owned files and other people's personal files are not eligible. Changing a pin keeps both files and their separate histories.

Upload and pin

1. Select Upload file and choose the file.
2. Review its Display name and optional Document type.
3. Select Upload and pin.

The file becomes a normal Library file in the person's visible Uploads folder. Storage belongs to that person, including uploads by contacts or Staff. The upload follows the normal Library file policy and verification rules.

If the file saves but pinning fails, use Retry pinning saved file. This reuses the saved file. Reopening the upload dialog in the same browser session can recover the retained upload operation. An unfinished transfer may require you to select the original file again. A rejected or expired unpublished upload can start a new attempt.

Create from a Smart PDF

Select Create from Smart PDF, choose an accessible template, and complete its draft. The completed document is a new Library file; the template remains separate. Saved drafts and files offers unfinished drafts and completed files whose pin still needs recovery. Retrying a saved file's pin does not render another copy. See Smart PDF drafts.

Read files and manage pins

Use View, Download, Version history, or File details. History, comparisons and completed Smart PDF answers use the same file features as Library. See Library file history.

Change pinned file selects another eligible file. Unpin removes the profile relationship and keeps the Library file. An authorized Library deletion has its own file/reference impact and removes affected pins.

Profile editing permission allows managing pins and creating new files. Changing an existing file's name, type, content or answers requires normal Library edit permission and the applicable authoring rules. Profile viewing permission covers pinned files and their retained history, without general Library access.

CareMap checks live access when listing, opening, downloading, searching or reopening citations. An unpin or permission change removes that access path; independent Library access follows its normal rules.

Earlier documents

Some existing documents and saved drafts may still appear under Earlier documents or Earlier saved drafts, with their existing history controls. They remain available while their Library representation is prepared. New files use the actions under Pinned files. For earlier replacement controls, see profile document history.