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How to Edit Documents

Editing Documents ensures that each document is accurately classified as a supplementary resource for reviewers. If a document is assigned an incorrect type — such as being labelled Other when it should be a Travel Letter — you can update the document type to ensure proper categorization. This process helps maintain accurate records and improves overall document organization within the system.

 

Pencil iconNOTE When editing a document, only the File Name and Document Type fields can be modified. All other details, such as patient name, status, attention, last updated by, and date & time, are view-only and cannot be changed.

Steps to Edit the File Name or Document Type

  1. From either the Patient profile or the Programs > Documents page, locate the document you want to update.
  2. Click the three ellipses and select Edit Document.

    A screenshot indicating where to click in order to edit the document

  3. Edit the Document Type and or File Name as needed. 

    once the edit document is selected, a popup appears that will allow changes to be made to the Document Type and File Name

  4. Choose Save to apply the changes or Cancel to exit.

Pencil iconNOTE This option is hidden for documents in Document Requested or Awaiting Signature status.