# Upload Documents

## Overview

You can upload documents directly to a patient's record in the Welkin Care Portal. Uploaded documents are attached to the patient's profile and accessible to care team members with the appropriate permissions.

## How to Upload a Document

1. Open the patient profile
2. Navigate to the **Documents** tab
3. Click **+ Upload Document** or **+ Add Document**
4. In the upload dialog:
   * **Select file** – click to browse your device and select the file (PDF, Word, image files supported)
   * **Document type / category** – select the appropriate category (e.g., Lab Results, Signed Consent)
   * **Document name** – edit the display name if needed (defaults to the file name)
   * **Expiration date** – optionally set an expiration date for documents that need renewal
5. Click **Upload** to attach the document to the patient record

## Supported File Types

Welkin supports uploading:

* PDF documents
* Microsoft Word (.docx) files
* Image files (PNG, JPG)
* Excel spreadsheets (.xlsx) in some configurations

Maximum file size varies by organization configuration; contact your administrator if you receive a file size error.

## Viewing and Managing Uploaded Documents

After upload, the document appears in the patient's Documents tab. From there you can:

* **Preview** – view the document inline
* **Download** – save a copy to your device
* **Delete** – remove the document (subject to role permissions and retention policies)

## Automated Document Attachment

If your organization uses DocuSign, completed signed documents are attached automatically without manual upload. See [DocuSign Overview (Care)](https://github.com/welkincloud-io/welkin-docs/blob/master/kb/integrations/docusign-overview-care.md).

{% embed url="<https://www.youtube.com/watch?v=4hFt8GehSt0>" %}

## See Also

* [Document Management](/care/documents/documentmanagement.md) – viewing, organizing, and managing all patient documents


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