Document management

Document management settings allow users to configure custom categories, tags and types that can be used for various patient documents.

1. To ADD a category, tag or a type, employ the corresponding control in the top right corner (+CATEGORY, +TAG, +TYPE). Make sure to use unique names.
2. To EDIT/DELETE a document category or tag, hover over the corresponding field, click and select the corresponding option.
   

Document types cannot be edited or deleted.

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