What is the Document Editor?
The Document Editor lets you mark up documents in Updox, such as faxes, before you send them or import them into the patient chart.
How do I open the Document Editor?
In your Inbox, click the > arrow to expand the item.
Click a page of the document. The Document Editor opens.
When you're done editing, click Save to go back to the item.
What are the most-used Document Editor tools?
Tool | What it does |
Text Box | Type any text onto the document, such as a note. |
Redact | Hide sensitive information before you fax the document or import it into the patient chart. |
Highlighter | Highlight important information so other users notice it. |
Signature | Add your saved signature to the document, like a rubber stamp. |
Date & Time | Add the current date and time, for example next to your signature. |
How do I hide sensitive information on a document?
Use the Redact tool to cover the information, then click Save.
Redact before you fax a document or import it into the patient chart.
How does the Signature tool work?
The Signature tool stamps your saved signature onto the document.
Each user can have only one signature.
You can't add a second signature. If you upload a new signature, it replaces your old one
Important: You can only use one signature. Uploading a new one will replace the old one.
