Documents Usage

Add Documents from Files

1. Click the Add from Files button on the toolbar.

2. Browse and select one or more files. Click Open.

Add Documents from Folder

1. Click the Add from Folder button on the toolbar.

2. Browse and select the folder.

3. Click the OK button to start the import of the folder hierarchy and content.

Add Image Documents from a Media Device

1. Click the Record Image button on the toolbar.

2. Capture the image or images from the Media Device and click Save and Close.

Note that using Media Device functionality requires that Media Device items to be defined

Add Video Documents from a Media Device

1. Click the Record Movie button on the toolbar.

2. Capture the movie from the Media Device and click Save and Close.

Please note that using Media Device functionality requires that Media Device items to be defined

Open a Document

1. Right-click the Document to be opened and select Open.

Editing a Document

1. Select a Document item and click the Edit button on the toolbar.

2. After editing the Document with the specific application program, Save the changes in order for the content of the Document to be updated.

Note that editing a Document requires that you have the application program that supports its file type.

Deleting a Document

1. Select a Document item and click the Delete button on the toolbar.

2. Click Yes in the confirmation box.

Note that removing a Document will remove any related records linked to that Document.

Lock a Document

1. Right-click the Document o be locked and select Lock.

Unlock a Document

1. Right-click the Document o be unlocked and select Unlock.

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Using Patient Manager