Once you have uploaded and attached documents, you may want to go back and make changes. For example, you may wish to rename a document, change its type, or remove it altogether. In this article, you can learn the essential steps in managing documents.

The only place you can rename documents is the Document Management queue. Click the paper icon in the top right menu.

Click the three dots to the right of a document and select Rename in the menu.

In the new window type the desired document name. When you’re done click Apply.

To edit document notes in the Document Management queue, click the pencil icon in the Notes column.

You’ll be able to edit or add notes in the field. When you’re done hit the Enter key or click outside the field.

To edit document notes inside a patient profile or order, first navigate to the Documents tab. Click Edit or the pencil icon next to the document you want to update.

A window will open, use the Notes field to enter your changes. Click Save when you’re done.

You can download documents from the Document Management queue. Click the paper icon in the top right menu.

Click the three dots to the right of a document and select Download in the menu.

To download a document from inside a record, navigate to the Documents tab. Click the eye icon next to the document.

A PDF version of the document will open in a new tab. Select the down arrow at the top to save the file to your device.

You can delete documents from the Document Management queue. Click the paper icon in the top right menu.

Look for the desired document and click the trashcan to the right. The icon will only appear when you hover over the document.

To delete multiple documents at once, select the documents with the checkboxes and click the blue plus sign in the top right.

Choose Delete in the menu.

To delete documents inside a record, click the Documents tab. Use the checkboxes to select the desired documents and then click Delete Selected at the top.