1-888-507-0826 info@smartnd.ca

4.7 How to Rename or Delete Documents

These instructions are on how to rename and delete documents.

To rename a document:

  1. Go to the documents page, you can access documents at any time by clicking the new blue documents icon on the top right-hand corner of the page. Either a search for a patient that has documents you would like to rename or just search for the document itself within your own documents. The search fields are on the left-hand side of the page by either entering a patient name in the field “Patient Workspace” or a document name in “Search Term”.
  2. Click on the blue downward arrow beside the file name to view “More Info” here you will see all of the file information.
  3. In the field called “File Name” you can change the file name, then click save.

To delete a document:

  1. Go to the documents page, you can access documents at any time by clicking the new blue documents icon on the top right-hand corner of the page. Either a search for a patient that has documents you would like to delete or just search for the document itself within your own documents. The search fields are on the left-hand side of the page by either entering a patient name in the field “Patient Workspace” or a document name in “Search Term”.
  2. Once the document has been found, click on the row of the document to highlight/select the document (the row will turn orange once selected)
  3. Above you will see that a new icon has appeared, the icon to use to delete resembles a trash can – click this and the document will be deleted.