---
title: How to Add, View, and Manage Linked Documents
description: "- [Home](https://cclearninghub.co.uk) - - [Care Control Knowledgebase](https://cclearninghub.co.uk/docs/) - - [Care Control Cloud](https://cclearninghub.co.uk/docs-category/cloud/) - - [Care Planning](https://cclearninghub.co.uk/docs-category/cloud/care-planning-cc2/) - - How to Add, View, and Manage Linked Documents ## How to Add, View, and Manage Linked Documents This guide explains how to…"
url: "https://cclearninghub.co.uk/docs/how-to-add-view-and-manage-linked-documents/"
updated: "2026-07-27"
category: Care Control Cloud / Care Planning
---

# How to Add, View, and Manage Linked Documents

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- [Care Control Knowledgebase](https://cclearninghub.co.uk/docs/)
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- How to Add, View, and Manage Linked Documents

## How to Add, View, and Manage Linked Documents

This guide explains how to add and manage documents linked to a service user, including uploaded files, unassigned documents, and web links.

###### Takes 5 minutes

###### For: Care Staff & Seniors

###### Updated: 27th July 2026

#### Introduction

The Linked Documents area allows you to add and manage documents connected to a service user. You can upload a new file, assign an existing document, add a web link, apply additional security, and update or remove documents when required.

**In this guide you'll learn how to:**

- Open Linked Documents and select a service user
- Add document details and categorise the file
- Upload a file, assign an existing document, or add a web link
- Apply a critical document tag or password
- View, edit, or remove a linked document

#### Open Linked Documents from the left-hand menu.

#### Select the service user whose documents you want to manage.

#### Select Add Document.

#### Enter a name for the document.

#### Enter a description of the document.

#### Select the document type.

#### Add a Critical Document Tag if the document requires additional attention.

#### Enter a password if additional security is required.

#### Select the upload option to add a file from your device.

#### Select an unassigned document to link an existing file to the service user.

#### Select Web Link to add an online resource instead of a file.

#### Select Save Changes to add the document to the service user's record.

#### Select View Document to open the linked document.

#### Select Edit to update the document details.

#### Update the document details as required.

#### Select Remove Document if the document is no longer required.

#### Top tip

Use a clear document name and description so staff can quickly identify the file and understand its purpose.

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