Working with documents

Articles explaining how to work with documents in Meddbase.

The 'Documents' Page

The ‘Documents’ page (As found in the patient, clinician, appointment or company pages) can be used to store document...

Article author
By Ryan
  • Updated

Using a Template

Templates which include template codes can be used in a number of different places within the system. When creating a...

Article author
By Ryan
  • Updated

Adding New Documents

New documents can be created in a number of ways as can be seen by clicking the ‘New’ button in the top left hand cor...

Article author
By Ryan
  • Updated

Printing Documents

To print a non-Microsoft Word document, navigate to and click on the document. On the top toolbar you will find the ‘...

Article author
By Ryan
  • Updated

Emailing Documents

Should you ever need to communicate documents to others by email, this can be achieved in one of three ways. Begin by...

Article author
By Kacper Gladys
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Drag and Drop Document Upload

What is the Context? Meddbase has a mechanism for uploading documents using Drag and Drop functionality. The system ...

Article author
By Sam Wood
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What can you do with Image documents?

What is the context and purpose of the article? Within Meddbase, you can create image documents. These have a range ...

Article author
By Dan Jordan
  • Updated

How to create and save a new image document

What is the context and purpose of the article? Within Meddbase, you can create image documents that enable the addi...

Article author
By Dan Jordan
  • Updated

Making use of the company documents section

Each company within Meddbase has a documents section. This documents section can be used to store relevant documents ...

Article author
By Ryan
  • Updated

Deleting and Recovering Documents

Changing to the ‘Deleted’ view by clicking ‘View’ followed by ‘Deleted’.  You will see, the document list will be ...

Article author
By Ryan
  • Updated