Can I update a file?
Created by Jessica Hoi, Modified on Fri, 18 Jul at 2:37 PM by Jessica Hoi
You can update the name and add a description of a file. If you need to replace a file with a new one, you can:
- Rename the old one to old or version X and name the new one with version Y
- e.g. medical file v1, new fiile would be medical file v2
- Remove the old file and upload the new one
- We don't advise this as you may need to keep the documents just in case
To edit the file:
- Navigate to the Client list by clicking on the Client icon on the side menu
- Click on either the client or their pet
- Select the Documents tab
- On the file you want to edit, click the 3 vertical dots
- Click Edit Properties
- Rename it and add a description
- Click Save
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