---
title: How to manage EMR/Patient Documents with Sub Folders
description: "# Manage Documents in EMR 1. Search a **Patient** 2. Go to the **EMR** module 3. Click on the **Documents** tab 4. Click on the **Manage Folder** icon   ![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-76-1024x488.png)   - A popup window will be opened. - Write…"
url: "https://legendehr.com/docs/documents-with-sub-folders/"
updated: "2024-03-04"
category: LegendEHR / EMR
---

# How to manage EMR/Patient Documents with Sub Folders

# Manage Documents in EMR

1. Search a **Patient**
2. Go to the **EMR** module
3. Click on the **Documents** tab
4. Click on the **Manage Folder** icon

 

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-76-1024x488.png)

 

- A popup window will be opened.
- Write a **Sub Folder Name** to Create a new Sub Folder in the **Documents** tab.
- Click on the **Save** button
- Users can delete existing folders by clicking on the **Delete Icon**

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-77.png)

 

- A**New Sub Folder** will be **Saved** in the **Documents**.
- Click on the **Upload** button to **Upload** the **Documents** in the **New Sub Folder**.

 

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-78-1024x479.png)

 

- A pop-up window to upload files will be opened.
- **Select** the file.
- Click on the **Open** button.

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-2-1-1024x478.png)

 

- A popup to add **details** about the document will be opened.
- Write a**Title**.
- Select a **Document Type**to default**.**
- Write a **Note.**
- Click on the **Save** button.

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-7.png)

 

- The **document** will be **added **to the subfolder.

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-18-2-1024x364.png)

 

# Manage Documents in Patient

1. Search a **Patient**
2. Go to the **Patient** module
3. Click on the **Documents** tab
4. Click on the **Manage Folder** icon

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-32-1024x430.png)

 

- A popup window will be opened.
- Write a **Sub Folder Name** to Create a new Sub Folder in the **Documents** tab.
- Click on the **Save** button.

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-33.png)

 

- A**New Sub Folder** will be **Saved** in the **Documents**.
- Click on the **Upload** button to **Upload** the **Documents** in the **New Sub Folder**.

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-34-1-1024x367.png)

 

- A pop-up window to upload files will be opened.
- **Select** the file.
- Click on the **Open** button.

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-36-2.png)

 

- A popup to add **details** about the document will be opened.
- Write a**Title**.
- Select a **Document Type**to default**.**
- Write a **Note.**
- Click on the **Save** button.

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-37-1.png)

 

- The **document** will be **added **to the subfolder.

![](https://legendehr.com/wp-content/uploads/2024/02/Snip-Legend-EHR-Google-Chrome-2-2-1024x360.png)