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Patient Copilot Help Center

Easy Management of Documents and Contracts within Contacts

  • Documents and Contracts will now be available in the document management section under Contacts
  • This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient
  • Sent and Completed documents will be listed here.
  • Users will be able to download the PDF, view source of documents, copy link in case of sent documents - Go to a ContactScreenshot 2024-04-03 at 15 - Click on the Document Management IconScreenshot 2024-04-03 at 15 - Under All tab: View Documents and their status. Also, get the ability to Download, View the source in the editor and copy link in case of send documentsScreenshot 2024-04-03 at 15 - Get all documents in a folder within Sent TabScreenshot 2024-04-03 at 16 Was this article helpful? That’s Great! Thank you for your feedback Sorry! We couldn’t be helpful Thank you for your feedback Feedback sent We appreciate your effort and will try to fix the article