Document store

Keep your key professional documents in one accessible place. The base set is eight categories (some professions add their own on top, e.g. midwifery PROMPT/NLS/CTG/K2):

• DBS certificate: your enhanced disclosure and barring service check, required by most organisations before you start work. Upload the certificate itself or a DBS Update Service confirmation.
• Professional indemnity: your professional indemnity insurance certificate from MDU, MPS, MDDUS, or another provider. Organisations often ask to see proof of cover before confirming bookings.
• Registration certificate: your current registration certificate from your regulatory body (e.g. GMC, NMC, HCPC, GPhC, GDC, GOC). This confirms your licence to practise and register status.
• Training certificates: mandatory training records, CPD certificates, extended role qualifications (e.g. minor surgery, family planning), safeguarding training, and Basic Life Support certification.
• Right to work: passport, visa, biometric residence permit, or settled/pre-settled status share code documentation. Required for employment eligibility checks.
• Immunisation record: vaccination history (Hep B, MMR, varicella, COVID, flu, etc.) often requested by NHS organisations before clinical placements.
• CV: your current curriculum vitae, so an organisation asking for one has it in the same place as everything else.
• Other: anything else you need quick access to, such as references, contracts, or insurance schedules.

Open Documents in the Profile group of the dashboard menu (More on a phone) and use the upload form. For each upload you will:

1. Select a category from the options above. The base set is eight (DBS, indemnity, registration, training, right to work, immunisation, CV, other); some professions add a few more (e.g. midwives get PROMPT / K2 / NLS / CTG, GPs get appraisal documents, paramedics get a driving licence category).
2. Enter a descriptive title (e.g. "DBS Certificate 2025")
3. Choose the file from your device
4. Optionally set an expiry date for automatic tracking

Accepted file formats: JPEG, PNG, WebP, and PDF. A photo has its hidden details, such as the location and the device it was taken on, removed before it is stored, and is turned the right way up; a PDF is stored exactly as you sent it. Files stored before October 2026 were not changed.

Maximum file size: 10 MB per document.

If you set an expiry date when uploading, the document displays a colour-coded badge so you can see its status at a glance:

• Green: valid, more than 90 days until expiry
• Amber: expiring within 90 days
• Red: expired. A document is valid through the whole of its expiry day and reads as expired from the day after

Sessional emails you a reminder about a document 30 days, 14 days, 7 days and 1 day before its expiry date, and not on the days in between. Documents that reach one of those points on the same day share one email, most urgent first. If you upload a document that already expires within 30 days, it is included in the next reminder and then at each point still to come. Reminders are sent between 08:00 and 21:00, UK time, and stop for a document once you delete it or move its expiry date to more than 30 days away. A new date that is still within 30 days gets one more reminder. You can switch the Document expiry category off in Notification preferences, in your account menu; remember to press Save preferences.

As your document library grows, use the built-in tools to find what you need quickly:

• Search: type a keyword to filter documents by title, category or notes. Capitals, accents and spaces do not matter
• Category filter: select a category to show only documents of that type

Documents are listed with their title, category, upload date, and expiry status, so you can scan the full list at a glance.

Your documents are handled with care:

• Encrypted in transit: all uploads and downloads use HTTPS/TLS
• Secure storage: files are stored in Cloudflare R2 with no public URLs
• Authenticated access only: each file is only accessible through your authenticated session
• You control everything: only you can view, download, or delete your documents in your account, unless you choose to share selected ones through Compliance Passport

There are no public links or organisation-facing document views by default. If an organisation asks for a document, you can download it and send it directly, or share selected files through Compliance Passport→.

The document store is available on the Plus plan and above. Basic accounts can view any documents they already have, and the CV summary tool saves a copy of an uploaded CV to the store on any tier, but uploading documents yourself, and the expiry tracking that goes with them, sits behind the Plus upgrade.