Document Management Panel Features

Owned by Stewart Neale
Last updated: May 07, 2024
1 min read

This page provides an overview on the Document Management user features.

 

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File list view

 

 

Features associated with the Document folder include:

  1. Creating folders using the link in the right panel.

  2. Upload files using the link in the right panel, or drag and drop multiple files from your computer to the right panel

  3. Change the view between list view and icon view using the horizontal blue icon located on the top right

  4. Search for the documents using the search box.

  5. Options include File Delete, File Share with a client/employee via the Self-Service Portal or the Brevity Care mobile application, File download, File rename and the movement of the file to a different folder.

  6. Click on the uploaded file to preview within the custom file viewer.

 

 

 

 

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