How to Rename a Document

This article covers the steps for renaming a document you've uploaded to the client card.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Switch to the Documents Tab

To access the Documents tab, expand the Chart/EMR, and the tab will be revealed.

Step 3: Rename the Document

After locating the document you'd like to rename, click on the three dots on the far right side of the document, and the action to rename the document will be revealed.

A window will appear, allowing you to enter a new name for the document. Be sure to click Save to apply the changes.

By following these steps, you can rename the documents uploaded to the client card.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.