From the Practice Documents main page you can click into the folder and sub-folders to view any documents you wish, per your assigned user role and permissions.
Role | Permissions |
Owner |
|
Admin |
|
Therapist |
|
When you're in the Practice Documents section of Owl, you can click the vertical dot icon next to any folder or document that you see to view a menu of actions that can be performed. The options available are different for sub-folders and documents.
Sub-folder actions are:
- Rename -- you can change the name of the folder
- Delete -- you can delete this folder it entirely if it is no longer needed
Please Note: If you delete a folder, all of the items currently nested within that folder will be deleted as well.
File actions for items that have been uploaded are:
- View -- this option only applies to image files and it will allow you to edit the image by rotating it to orient it correctly
- Rename -- you can change the name of the file
- Print -- opens the file in a new tab so it can be printed
- Download -- will generate a download of the file directly to your device
- Delete -- will remove the file from the listing and put it into the Trash section
