Add, Edit or Delete an Upload Type

You can manage custom upload types in organisation settings to categorise documents and images within the patients documents section.

In this article we'll cover how to:

• add a new upload type.
• edit upload types.
• delete upload types.

Only users with the correct permissions can manage upload types. If you think you should have permission to perform such an action please contact the organisation owner.

Add upload type

• Navigate to Organisation settings. 
• Locate and click the Documents & Images section of the settings. 
• Click the Edit iconnext to Upload types.

• Click the Add upload type button.

• Enter the Name for the new upload type. 
• Click Submit to save the upload type. 

The new upload type will now be available to use when managing patient documents and images.

Edit an upload type

• Navigate to Organisation settings. 
• Locate and click the Documents and Images section of the settings. 
• Click the Edit iconnext to Upload Types.

• Find the  Upload type you want to edit and click its Edit text. 

• Make the required changes and click Submit to save.

Delete upload type

• Locate the Upload type you want to delete and click its Delete text. 

• You'll be shown a warning message. 

• Click Delete to confirm and delete the Upload type.

Warning: Once an upload type has been deleted this action cannot be undone. Please proceed with caution!