Document Management Overview

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iCareManager offers a document feature which allows you to:

• Create a folder structure for different entities
• Assign permissions to folders
• Create a custom list of document types
• Assign permissions to document types
• Link document folders throughout the system
• Report on managed individual documents
• Alerts on document expiration dates

Click here to watch a training video

Links:

How to create document management folder setup?

How to manage document types?

How to move documents?