Using Documents page in D4Web

Using Documents page in D4Web

QuoteHere we will cover the different options for document viewing, uploading/ downloading, emailing, scanning & editing folders

Where to find the Documents page

Click the navigation menu > Patients > Documents page

View Options in Documents

The following options are not only available when viewing Documents from Documents page but also from Charting, 3D Charting and/or Perio pages. 
Select the preferred method:
Thumbnails:


Details:

Download a file from Documents

Files and Folders can be downloaded from D4Web Documents page. 
  1. Select the file to download
  2. Icon toolbar > click Download icon

Upload a File to Documents

Files can be uploaded into D4Web Documents. 
  1. Icon toolbar > click Upload icon

  2. Find and select the file from the files explorer
    1. Click Open
  3. The File or Folder selected is now in the Documents page

Move a Document to another Folder

To move a document to another folder:
  1. Highlight the document in question
  2. Click Move Icon
  3. Select Destination Folder
  4. Click OK

E-mail from Documents page

Its possible to send a file or folder from Document Manager via e-mail. 
Info
Ensure the e-mailing from a patients' file feature is setup before proceeding. 
Use E-mail for Single Messages & E-mail sending service for Single Message  (link to General Settings coming soon) 
  1. Select the file/folder. (To select more than one, hold the Ctrl key and click additional files/folders)
  2. Click E-mail Icon
  3. In the E-mail window:
    1. From: Practice e-mail automatically enters
    2. To: Enter the recipient e-mail address; by default the patients' e-mail is entered
    3. CC: Include additional e-mail addresses if required
    4. Subject: The e-mail subject
    5. Attached: The selected file/s
    6. Enter any other text to appear on the e-mail
  4. Click SEND

Scanning to Documents
  1. Documents toolbar > Capture from Scanner 
    1. Or click Scanner icon
       
  2. Select the properties of the image in the Capture from Scanner window
    1. Click SCAN

  3. Once scanning is complete, the image/document will be automatically named and saved in the folder
  4. You are able to right click on the file name and select the following options:
    1. Rename: Give the file another name
    2. Move: Move document to another folder
    3. Delete: Remove the file from the Document Manager