If your user profile has modify permission for resident document structure you can access and edit this feature via Admin, Resident Document Structure. Once your structure is set up, the wider team can upload documents for residents within any of the Tags that have been set up.
Tag Groups
Create a new Tag Group
Click Admin.
Browse to Organisation Management and click Resident document structure.
Click Create new tag group.
Enter Tag Group name in Tag Group Header.
Click Create.
Rename an existing Tag Group
Click Admin.
Browse to Organisation Management and click Resident document structure.
Locate the tag group you are trying to rename.
Click Rename on the relevant Tag Group.
📌Note: Once changed, the new name of the Tag Groups will be reflected within the Resident Document page under Documentation.
Reorder Tag Groups
Click Admin.
Browse to Organisation Management and click Resident document structure.
Locate the tag group you are trying to reorder.
Click and hold the three bar icon on the Tag Group to drag before or after another Tag Group on the page.
📌Note: Once re-ordered on the Resident Document Structure page, the same order will be reflected within the Resident Document page under Documentation.
Delete an existing Tag Group
Click Admin.
Browse to Organisation Management and click Resident document structure.
Locate the tag group you are trying to delete.
Click Delete on the relevant Tag Group.
📌Note: It is not possible to delete a Tag Group if one or more documents are assigned to any of the Tags within the associated Tag Group. In this instance, the word 'Delete' will appear in grey font and not in red. Hovering over the word delete will explain the above.
Tags
Add a new Tag
Click Admin.
Browse to Organisation Management and click Resident document structure.
Locate the tag group you are trying to add a tag to.
Click Add a tag.
Enter tag name and click Save.
📌Note: Multiple tags with the same name cannot be created within one Tag Group.
Rename an Existing Tag
Click Admin.
Browse to Organisation Management and click Resident document structure.
Locate the tag you are trying to rename.
Click the pencil icon on the Tag.
Rename and click Save.
📌Note: Tag Groups and Tags can be edited regardless of whether there are documents attached to the Tags.
Reorder Tags
Click Admin.
Browse to Organisation Management and click Resident document structure.
Locate the tag group you are trying to reorder the tags on.
Click Reorder on the tag group.
Click and hold the three-bar icon to drag before or after another Tag on the pop-up.
Click Save.
📌Note: Once saved, the re-ordered Tags will be reflected on the Resident Document Structure page against the specific Tag Group.
Delete a Tag
Click Admin.
Browse to Organisation Management and click Resident document structure.
Locate the tag you are trying to delete.
Click on the (x) icon beside tag name.
📌Note: It is not possible to delete a Tag if one or more documents are assigned to the associated Tag. In this instance, the (x) icon will be replaced by an (i) icon explaining this.