# Documents

The **Document** tab allows staff to upload and manage important patient documents, including personal IDs, consent forms, medical records, various reports, and other files. This tab becomes accessible only after the registration process is completed. Staff can attach, view, organize, and delete files within this tab. The attached files come from all stages of the patient's healthcare journey.

<figure><img src="/files/Wl1pzkDjhJag4dL2I6Ks" alt=""><figcaption></figcaption></figure>

The information displayed in the tab is presented in a tree structure format. Toggle the <img src="/files/qwzOohy09NtgVgZdZqjs" alt="" data-size="line"> icon to expand or collapse all folders in the tree structure. To expand or collapse individual folders, use arrows <img src="/files/eUZFravQ7gsq4252mKf8" alt="" data-size="original"> <img src="/files/HdSTypa9msDLT5DvHEYH" alt="" data-size="original"> icons.&#x20;

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## Documentation Tab Features

### Create Folder

#### 1. Common Folder

<figure><img src="/files/LjHY5xCFlozac93nj42w" alt="" width="50"><figcaption></figcaption></figure>

This folder appears in all patient profiles. To create a new **Common Folder**, click **ADD/EDIT FOLDER**. In the pop-up screen, click **ADD.** In the **Display Name Details** section, enter the **Display Name** and **Seq No** (to display in sequence), and then click **SAVE** to save the details.

<figure><img src="/files/YUbNlmMga8TBpkG8L4O8" alt=""><figcaption></figcaption></figure>

To deactivate a **Common Folder**, select the required folder name from the list and turn off the **Active** toggle. Click **SAVE** to save the changes.

<figure><img src="/files/FYNnlmq2ISLmg3ug8L55" alt=""><figcaption></figcaption></figure>

#### 2. **Patient-Specific Folder**

<figure><img src="/files/oUgKEHdjUjNrJpWeAdTv" alt="" width="50"><figcaption></figcaption></figure>

This folder appears only to the specific patient profile. To create a new **Patient-Specific Folder** folder, right-click on the **Documents** folder and select **Add Folder**. This will open a pop-up to enter the respective folder name. After typing the name, click the **OK** button to create the folder.

<figure><img src="/files/ILLYoWhRJfI5CYLhd9Z2" alt="" width="320"><figcaption></figcaption></figure>

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### Upload File

Files can be uploaded in the following ways:

* **Single-click**
  * Click the folder name.
  * Use the **UPLOAD** button in the right panel.
  * Select the file from the local File Explorer and click **Open**.

    <figure><img src="/files/zWYoDfvF7G4YcmuD4CKL" alt=""><figcaption></figcaption></figure>
* **Right-click**
  * Right-click on the respective folder.
  * Select **Upload File** from the list.
  * Use the pop-up to select and upload the file.
* **Drag-and-Drop**
  * Drag the file from the local File Explorer and drop it in the right panel of the Document tab.

{% hint style="danger" %}

* The application allows document uploads only in these file formats **.xlsx, .csv, .jpg, .txt, .rtf, .doc, .docx, .html, .jpeg, .png, .pdf**
* The maximum allowed file size is 10MB.
  {% endhint %}

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### Sort

To organize files, sort them using the **FILENAME** and **MODIFIED TIME** options.

<figure><img src="/files/MtopI5xQh6CL7EqQdGbj" alt="" width="305"><figcaption></figcaption></figure>

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### Rename

To rename a **Patient-Specific** folder, right-click on the respective folder and select **Rename Folder** from the list. Change the folder name as needed and click **OK** to save changes.

<figure><img src="/files/l7RnNpelQd4KkPzo8NS4" alt="" width="317"><figcaption></figcaption></figure>

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### Delete

To delete a file, right-click on the respective file and select **Delete**. Alternatively, hover over the file to reveal a delete icon, which can be clicked to remove the file.

<figure><img src="/files/1sT1uxLTnyBK4rQtmWAY" alt=""><figcaption></figcaption></figure>

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### Download or print files

* **Download**: Click the **Download** icon in the right panel to download the file.
* **Print**: Click the **Print** icon in the right panel to print the file.

  <figure><img src="/files/PKZMWRlhEXRvuALXySTf" alt=""><figcaption></figcaption></figure>

***


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# Agent Instructions: Querying This Documentation

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Perform an HTTP GET request on the current page URL with the `ask` query parameter:

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```

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
