Upload files for a client

Overview

We automatically create two folders for each client added to the system:

• Team’s shared (orange) = Client can see it in their portal. Staff can upload files they want to share with the client.

• Client’s shared (green) = Client uploads only; staff can’t upload here (staff can view/download only).

Private folders: Any folder or file created outside Team’s shared is private (team-only) and not visible to the client. Private folder and files appear with a blue icon.

Upload client files

1. Open Clients, find the client, then select Actions → View (or click the client’s name).

1. Go to the Files tab.

1. Open the destination folder by clicking on the name:

This may be any Private (blue) folder you have created for internal files or the Team’s shared folder (orange) (client-visible).

Selecting My private folder (team-only). Files here are not visible to clients.

1. Click Upload file, browse your computer, and select the file. It’s saved to Caspen in the folder you’re currently in.

Result

• Files in Private are internal only.

• Files in Team’s shared are visible to the client in their portal.

Tips

• Use clear names (e.g., Referral_GP_2025-03-12.pdf ).

• Add short descriptions for client-visible files.

• Quick rule: If you want the client to see it, put it in Team’s shared. If you want it internal only, keep it in Private.

FAQs