SecureCare

DOCUMENT STORAGE

Every file attached, encrypted, and accountable.

SecureCare Document Storage is built for record-bound documents — customer paperwork, signed forms, staff records, facility files, message attachments, and program documents — not for loose folders with no operational context.

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Always Attached

Every upload belongs to a real record instead of an orphan document folder.

Encrypted Storage

Files are encrypted at rest and transmitted over TLS.

Public or Private

Staff-uploaded documents can be marked for record-owner visibility or staff-only use where supported.

Built-In Viewer

Common document types can be opened in the browser without requiring a download first.

Retention & Audit

Soft-deleted files remain subject to retention, with permanent purge only through the retention-aware process.

HOW IT WORKS

Upload in Context to Retain & Purge.

SecureCare deliberately avoids a generic shared-drive model. The document stays with the record that gives it meaning, so staff find the paperwork in the same place they find the customer, facility, staff member, message, or signed request it belongs to.

Upload in Context

Attach the file to the customer, case, service, message, facility, staff member, or other supported record.

Encrypt & Store

SecureCare encrypts the stored file and maintains its record association.

Control Visibility

Apply the supported public/private visibility rule for that document.

Find & View

Search metadata and tags, filter by date/type, and open supported formats in the viewer.

Retain & Purge

Honor retention after deletion and permanently purge only when the file is eligible.

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A CLOSER LOOK

No orphan storage is the feature.

SecureCare deliberately avoids a generic shared-drive model. The document stays with the record that gives it meaning, so staff find the paperwork in the same place they find the customer, facility, staff member, message, or signed request it belongs to.

Search by document name, original filename, extension, tags, date, and supported document type.
The platform does not content-search encrypted file bodies.
Signed PDFs generated by Signature Documents become standard Document Storage records.
Signed documents lock from modification once completed.
Deleted documents leave the active UI while remaining subject to retention.
After the retention window, organization administrators can permanently purge eligible documents and recover storage capacity.

KEY CAPABILITIES

Document Storage built around the real workflow.

Record-Bound Files

Attach files directly to the records that own them.

Encryption at Rest

Store files encrypted with per-record cryptographic context.

TLS in Transit

Protect uploads and downloads over encrypted transport.

Visibility Rules

Support record-owner visibility versus staff-only documents where applicable.

Browser Viewer

Open supported PDFs, images, Office files, and text in-platform.

Metadata Search

Find files by name, filename, extension, tags, dates, and type.

Signature Storage

Automatically retain completed signed PDFs from Signature Documents.

Retention

Preserve deleted records through the required retention window.

Permanent Purge

Recover capacity only after documents are eligible for hard deletion.

Storage Allocation

Track usage against the organization’s included and added storage allocation.

CONNECTED ACROSS SECURECARE

Part of one connected platform.

Keep sensitive paperwork where it belongs — with the record, the controls, and the history.

PEOPLE. PURPOSE. POSSIBILITIES.

Keep sensitive paperwork where it belongs — with the record, the controls, and the history.

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