Last updated: 22 September 2026
Patient documents are accessible from the patient sidebar and can be previewed, downloaded, edited, archived, and audited.
Open a patient's record and look at the Documents tab in the patient sidebar. This shows recent documents with a View all documents link to see the full list.
The document list supports:
The result count updates as you filter.
Click a document to open the details sidebar on the right. This shows:
The following actions are available from the details sidebar:
| Action | Description |
|---|---|
| Preview | View the document content inline |
| Download | Export as a Word document with branding and resolved merge fields |
| Edit | Open in the editor (Jump) or in the external app (Google/SharePoint) |
| Send to HCP | Share with a healthcare professional via email |
| Send to NHS GP | Send via DocMan Connect to the patient's registered GP |
| History | View the full audit trail of changes |
| Rename | Change the document title |
| Archive | Soft-delete the document (can be restored) |
| Delete | Permanently remove the document |
For Google Drive and SharePoint documents, an Open in external system action is also available.
The audit trail records every event in the document's lifecycle:
Each entry shows the user, timestamp, and details of the change.
Tip: Use the archive action instead of delete when you want to remove a document from the active list but keep it for records.
Word documents open on screen where you are, the same as PDFs and images - in the document viewer, in the preview on the patient record, in the patient sidebar and in the upload preview. There is no need to download one to read it.
Files in the old .doc format (anything saved before 2007) cannot be shown on screen and offer a download instead. Spreadsheets, CSV files and RTF documents are download-only for now.