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Write or organize documents

Besides templates, the library keeps free documents, such as notes, research or protocols.

Write a document​

  1. In the left menu, click Documents, then Clinic library (shared with everyone) or My documents (only you see it).
  2. Click New → Document, type a Title and click Create.
  3. Write in the editor and click Save. To print, use Print document in the editor toolbar.

Organize​

On each item in the list, click the menu (⋮) to Rename, Move to a folder, Duplicate, Share with the clinic or Make personal, and Archive. Create folders with New → Folder.

Take a document to another account​

Use Export in the item menu to save the document as a file. In the other account, click New → Import document and choose that file (up to 20 MB).

Done​

The document appears in the chosen library and folder. Archived items leave the folder and can be brought back with Unarchive.