Docs · Document Management

One secure home for every document your organization needs

MaxPilot's document management system gives your team instant access to the right documents at the right time — from participant files and staff credentials to policies and compliance records — all stored securely in one place.

Centralised Document Storage
Role-Based Access Control
Version Control & History
app.maxpilot.com
One secure home for every document your organization needs
What you get

Document Management Built for Care Organisations

Purpose-built for NDIS providers — designed around how care teams actually work.

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Centralised Document Storage

Store every organisational document in one secure location — participant files, staff records, policies, contracts, and compliance evidence, all in one system.

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Role-Based Access Control

Control exactly who can view, edit, and upload documents based on their role — so sensitive information is always protected while the right people always have access.

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Version Control & History

Every document update is tracked and stored. View the full version history of any file and restore previous versions at any time — so nothing is ever permanently lost.

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Expiry Tracking & Reminders

Automatically monitor expiry dates for staff credentials, contracts, and policy review dates — with reminders sent before anything lapses.

app.maxpilot.com
Organise every file with ease
Step 01

Organise every file with ease

MaxPilot gives your team a structured, searchable document repository that replaces filing cabinets, shared drives, and email attachments. Upload, tag, and categorise documents in minutes — and find exactly what you need in seconds.

  • Centralized storage for all organizational documents
  • Categorize and tag documents for fast, easy retrieval
  • Upload from desktop or mobile at any time
See it in a live demo
app.maxpilot.com
Find what you need, when you need it
Step 02

Find what you need, when you need it

Whether a manager needs to pull a participant's care plan before a meeting or a carer needs to check an updated policy before a shift, MaxPilot puts the right document in front of the right person immediately — from any device, anywhere.

  • Eliminate Time Wasted Searching for Files
  • Ensure Staff Always Access the Latest Version
  • Meet Document Control Requirements for Audits
See it in a live demo
Document Management

The right document, always at your fingertips

MaxPilot replaces scattered files, email attachments, and shared drives with one organised, secure document system. Whether your team is in the office, in the field, or working remotely — every document they need is always available, always current, and always controlled.

Centralized, searchable storage

Every document — from participant files and staff credentials to policies and compliance evidence — is stored in one location, categorised and searchable, accessible from any device.

Role-based access and security

Control exactly who sees what. Staff access only the documents relevant to their role, while sensitive information remains protected behind permission-based controls.

Automatic version tracking

Every document update is tracked automatically. The full history of every file is stored and restorable — so your team always has the latest version and previous versions are never permanently lost.

FAQ

Experience the Impact of Smarter Document Management

Can't find what you're looking for? Our support team is based in Australia and responds within 2 business hours.

Centralised Document Repository

All documents across your organisation live in one structured, secure system — categorised by type, participant, staff member, or topic. No more hunting through email threads, shared drives, or physical filing cabinets. Every document is where you expect it to be, every time.

Role-Based Access Control

Define who can view, upload, edit, and delete documents based on their role in the organization. Support workers may access participant care plans and shift forms, while only managers and compliance staff can view sensitive financial or HR documents — keeping data secure without limiting legitimate access.

Version Control & Document History

When a document is updated, the previous version is automatically archived and stored. The full version history of every document is available at any time — showing what changed, when it changed, and who made the update. Restore any previous version with a single action.

Expiry Alerts & Renewal Tracking

MaxPilot monitors expiry dates for time-limited documents — including staff certifications, participant consent forms, service agreements, and organizational insurance policies. Automated reminders are sent to the relevant staff member and their manager well in advance of each expiry date.

Mobile Document Access

Every document stored in MaxPilot is accessible from the mobile app — so support workers can review a participant's care plan before a home visit, and managers can check policy documents from wherever they are. Access is always secure, role-controlled, and current.

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See Document Management in action

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