This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.
Follow the steps below to edit a Document Type:
- Click Administration.
- Select Correspondence menu item.
- Select Documents.
- The Document Types screen will display.
- Select the Edit button next to the Document Type you wish to update.
- Update the fields as per the table below, as required.
- Select Update Document Type button.
Field | Description | Example |
Name* | Name for the document type. This doesn't display in the front end of CareRight. | Referral |
Description* | Description for the document type. This displays in the front end of CareRight. | Referral Letter |
Colour | Colour of the text on the Documents screen. Allows you to differentiate between different document types. | #1143c4 |
Enabled | ·True (Selected) - displays as a selectable document type in CareRight ·False (Unselected)- does not display in CareRight · | True |
*denotes mandatory field
