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How to effectively manage documents after uploading

In CARMIS, users can upload and update documents, enhancing file management efficiency. Documents can be managed across various forms in the system.
Additionally, there's a centralized location, the "Documents (130)" form, where all documents are collectively accessible for management. The guide specifically uses the "Clients (Profile) (28)" form as an example to demonstrate updating client documents, providing a practical illustration of the process.

How to View/Download Documents

Once you have found the client profile you need, navigate to the documents tab. This tab displays all documents uploaded through the client profile form. To view a document, simply click on the green arrow icon next to the document's name. The document will open in a new browser window, where you'll have the option to download/view it.

How to Edit the Document Attributes (name, comments, type)

Step 1: After searching for the client, click on "Update" from the toolbar and then return to the "Documents" tab once the form is editable.

Step 2: On all documents, you will notice three icons: View, Edit, and Delete. These icons enable you to view/download, modify, or remove the document.
Note: Be aware that the visibility of some icons may depend on your user access rights in the system.

Step 3: Click on the "blue edit icon" beside the name of the document.
By clicking on the edit icon, you will get the option to edit the type, name of the document and the comments related to it. After making the desired edits, please click the "check icon".
Note: Changes can be reverted by clicking the "undo icon" next to the check icon. This will undo the changes and restore the document card to its original state.

Step 4: Once you are done with the editing, please click "Save".
Note: Cancelling or exiting the form without saving will result in all entered information being lost.

How to Delete Documents

Step 1: Click on the "red delete icon".
Note: Deleting a document will result in its removal across all forms in CARMIS. Once a document is processed in the document deletion queue following the "Save" action, this action cannot be reversed.

Clicking the delete icon add the document to delete queue, shows a red border around the document card and offers an option to undo the deletion, letting you cancel it.

Step 2: To delete the document, please click on "Save".
Note: To complete the deletion process, you need to click the "Save" button. If you don't do this, the deletion queue will be cleared without actually deleting the documents.

Frequently Asked Questions (FAQs)

Q: I am not able to delete a document, what should I do?
The visibility of certain icons might be contingent on your user access level within the system. To obtain higher access rights, please contact your system administrator.

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