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:

  1. 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
  2. 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:

  1. Navigate to the Client list by clicking on the Client icon on the side menu
  2. Click on either the client or their pet
  3. Select the Documents tab
  4. On the file you want to edit, click the 3 vertical dots
  5. Click Edit Properties
  6. Rename it and add a description
  7. Click Save

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