IWeb 5.17.5 User Guide

Document Center

Authorized users can upload documents to the application for other users to download.

The Main > Document Center menu link appears if the user has the Document Center Access permission, or if the user does not have the Block Patient Data Access permission and there is at least one document in the Document Center.

To access the Document Center, click Main > Document Center in the menu. The Document Center View page opens.

Upload a New Document

Only administrative users with the correct permissions can upload files to the Document Center. To upload a new document, click the Upload New File button. The Document Center Upload page opens.

Enter a file description, then click the Choose File button and navigate to and select the document to be uploaded. Click Upload to upload the document. If necessary, position the new document in the list by dragging and dropping it in the correct location (e.g., below a section header). Click Save when finished. Return to the Document Center View page to verify a successful upload.

Download a Document

To download a document, click the View/Download button for that document in the list. The document will either download to your computer or open in a new browser tab or window, depending on your browser or computer settings.

Edit a Previously Uploaded Document

To update an existing document in the Document Center, click the Edit button on the Document Center View page. The Document Center Edit page opens. On this page, you can edit document descriptions, delete document files, upload new files (if you have permission), and add or edit section headers.

To edit a document description, simply update it on the Document Center Edit page and click Save.

To delete an existing document file, click the X button next to the file name.

Add/Edit a Section Header

To add a section header (to categorize a series of documents in a list, for example), click the Edit button the Document Center View page. On the Document Center Edit page that opens, click Add Section Header. Enter the section header (e.g., the document category name) and move it (drag it) to a position above the list of documents it covers. Click Save when finished.

Verify the correct position of the new section header by either clicking Main > Document Center from the menu or Cancel from the Document Center Edit page (and then OK on the confirmation pop-up message).

To edit an existing section header, simply update it on the Document Center Edit page and click Save when finished.