Documents

Compound Direct provides spaces for files that allow you to store and manage patient, stock, formulation, and protocol files wherever they are most relevant within the system. By centralising documentation in context, it ensures important records are accessible, organised, and securely maintained as part of each workspace.

With this guide, you can:

• Upload files using multiple methods, including file selection, drag and drop, or camera capture
• Maintain efficient file storage within system requirements
• Delete files when they are no longer needed

This ensures critical documentation remains easy to access, properly maintained, and securely stored within each record.

Uploading files

To upload desired file(s), you may either:

1. Click the ‘add Upload File’ button.

   1. Select the ‘insert_drive_file Select a File’ button.

   2. Select the ‘camera_alt Take a Photo’ button.

      1. Click on the cameraswitch icon to flip the camera.

      2. Click the radio_button_checked capture button to take the photo.

      3. Click on the ‘Save’ or ‘Re-take’ button, if necessary.

   • Press Enter to take and save the photo.

2. Drag pan_tool and drop highlight_alt a file on the file_open / add_photo_alternate space provided.

3. Click directly on the ‘file_open / add_photo_alternate Space’ provided.

4. Once uploaded, you may hover over the file to view upload details, including the timestamp and user.

Downloading files

1. To download a document, you may:

   1. Click on the desired ‘File’ to view.
   2. Save or download from another tab.

2. To download an image, you may:

   1. Click on the desired ‘Image’ to view.
   2. Click on the ‘Download cloud_download’ button.

Deleting files

1. To delete a file, you may:

   1. Hover over the file to make the close icon appear.
   2. Click on the close icon beside the file.
   3. Click on the ‘Delete’ button to permanently remove the file.

2. To delete an image:

   1. Click on the desired ‘Image visibility’ to view.

   2. Click on the ‘Delete’ button to permanently remove the file.

   • This is for sections/spaces that allow images only.