Files stay with the session
Keep a supporting document or image attached to the specific note it relates to.
Case Note Attachments for NDIS Providers
Give your case notes the supporting context they need. Attach a relevant PDF or image to a session record so authorised staff can read the note and open its files without searching through separate folders or email threads.
Included in every plan
Clear upload progress
See which files are complete, still processing or need attention.
Access follows the note
View and download completed attachments through the case note’s access controls.
What to know about case note attachments
Keep supporting PDFs and images with the case note they help explain. Staff can find the narrative, session details and completed attachments together, subject to their access to the note.
When to attach a file to a case note
Use an attachment when a file helps explain a particular session or follow-up. For example, a fictional community access note might include a PDF activity worksheet completed during the session. Keep the written observation in the note and explain why the file is relevant. An attachment supports the narrative rather than replacing it.
- Keep relevant session material close to the written record.
- Choose clear filenames so reviewers can identify supporting files.
- Check that files relate to the correct participant and are appropriate to include.
Which file types and sizes are supported?
Upload PDF documents or JPEG, PNG and WebP images from your device. You can choose several files or drag them into the attachment area. The picker shows the remaining attachment allowance before you save.
- Up to 10 attachments per case note.
- Up to 20 MiB per file and 100 MiB total source files per note.
- Uploads are also subject to available workspace storage.
- Word files, videos and animated or multi-frame images are not supported.
How attachments differ from participant documents
A case note attachment belongs to one note and gives context to that record. Participant documents are stored in the participant area for broader paperwork. Choose the location that matches how your team needs to find the file, and keep access to participant information in mind.
How MyCaseNote helps with case note attachments
- 01Choose supporting files
- 02Check upload progress
- 03Review with the note
Add supporting files while writing the note
Use the attachment area when creating or editing a note you are authorised to change. Files can accompany the standard form or custom case note templates; they remain separate from the narrative response sections.
- Choose supported files from your device or drag and drop them.
- Review the selected filenames and sizes before saving.
- Remove a selected file if it does not belong with this note.
Keep supporting detail close to the note.
Follow uploads through to completion
Wait for file transfer to finish and for the app to confirm you can safely navigate away. Processing can then continue in the background. Return to the note to see completed files or any upload that needs attention. If submission was requested with attachments, the note waits for them to complete before moving into the review workflow.
- Distinguish files that are complete from files still processing.
- See an explanation when an upload cannot be completed.
- Resolve attachment issues before a queued submission can finish.
View supporting material alongside the record
Open the note’s attachment section to view or download completed files. Filenames, file types, sizes, uploader details and upload dates help reviewers understand what was added. Case note access controls apply to file delivery as well as the note itself.
- Open a completed PDF or supported image for review.
- Download an individual attachment when authorised.
- Manage attachments only while your permissions and the note’s workflow state allow it.
Prepare attachments separately when exporting notes
Case note PDF exports contain note content and saved template responses, but exclude attachments and attachment filename lists. If supporting files are needed for a review, check and download them separately through the note. Our plan reassessment preparation guide includes a checklist for assembling those records.
- Check the source notes for supporting files before sharing a collection.
- Verify the participant and intended recipient for each file.
- Handle downloaded copies through your organisation’s storage and sharing processes.
Case Note Attachments:
your questions answered.
Clear answers before you get started.
Can I attach photos and PDFs to the same case note?
Yes. A note can contain a mix of PDFs and supported JPEG, PNG or WebP images, within the 10-file, 20 MiB per-file and 100 MiB total source-file limits. Available workspace storage also applies.
Can I leave the page while attachments upload?
Wait until file transfer finishes and MyCaseNote confirms it is safe to navigate away. Background processing can continue after that, and you can return to the note to check progress.
Can someone open an attachment without access to the note?
Attachment viewing and downloading require authenticated access to the source case note in the workspace. An attachment link does not grant access to someone who cannot read that note. Copies already downloaded need to be handled through your organisation’s processes.
Do attachments work with custom case note templates?
Yes. Attachments remain part of the case note outside the template’s response sections, so supporting files can accompany standard and templated notes.
Are attachments bundled into PDF or ZIP case note exports?
No. Neither attachment files nor their filename lists are included in the case note export formats. View and download the supporting files separately from the original note.
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