Adding a Filing folder

Training Updated by Training

In the Filing screen, the system enables you to add folders to manage documents prior to filing.

This enables you to sort documents prior to filing to define priority, allocation of letters, and holding unregistered patient content, for example.

The video guides you through the steps to create folders, simply repeat the process for each folder required.

Select Play to discover more.

Media Short

Once you have watched the video, if you want to know more about further filing settings, select this button.

If you would prefer to discover more about the Task settings, select this button.

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How to Move a Document

Managing Document Folders

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