Articles on: Patient Summary

How to edit an Attachment after it has been uploaded

It is possible, after you have uploaded an Attachment via Create -> Attachment, to edit some of the details of it, including the Description, Keyword and Visibility setting.

To edit an uploaded attachment:


Head to the Files tab of the Patient Summary and locate the attachment you wish to edit

Click on the Name of the attachment to open it

At the bottom of the screen, click on the Pencil icon:



This will open the ‘Edit Attachment’ modal. Here you can edit the Description, Keyword, Password setting and Visibility setting:



Click Save when you have made all the necessary changes.

Site Administrators can edit all attachments, regardless of ownership. Other user types (Privileged, Regular and Restricted user) can only edit files they have uploaded.

Updated on: 17/04/2024

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