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Manage Documents

Overview

The Documents section provides a comprehensive file management system with two main organizational areas:

  • My Documents: A personal workspace for your own file uploads and organization
  • Case Documents: A dedicated space for files that are linked to specific cases

This updated layout offers better organization and clearer separation between personal files and case-related documents.

Access the Documents section from the left-hand sidebar. The Documents tab is prominently displayed and provides easy access to both your personal documents and case-related files.

Documents Section

Upload files to a case

To upload documents for reports and Research Insight:

  1. Open a case from your case list.
  2. Go to the Documents tab inside the case.

  3. Click Upload File on the left and select the files to upload.

    Upload File

  4. Wait for files to finish processing before using them in reports. Larger medical records can take longer.

Password-protected PDFs

Superinsight supports password-protected PDFs. When you select an encrypted file, you will be prompted for the password so it can unlock and process the document.

Folder Management

Accessing Document Areas

To manage your documents, open Documents from the sidebar and enter either:

Click on My Documents to access your personal file workspace.

My Documents

Click on Case Documents to access files linked to specific cases.

Case documents are also available from the Documents tab inside each case.

Folder Operations

You can perform various folder operations in either area:

Click the New Folder button to create a folder in the current area, or click Create a New Folder when the area is empty.

New Folder

Enter a folder name and click Create.

Click the three-dot menu (⋮) next to a folder to Rename, Move to…, or Delete Folder.

Folder actions

NOTICE

Deleting a folder also deletes all files inside it.

UI Updates

The updated Documents interface provides a more intuitive and organized experience compared to the previous version. The clear separation between personal and case documents helps users better manage their files and maintain proper organization.