Find What's Important Faster with Subfolders
Simplify your document management with these new features.
Easily categorize and locate files even with a large volume of documents by creating folders inside of folders. Subfolders help maintain a cleaner and more manageable document management system, reducing the risk of misplacing or losing critical files.
Have a file on your desktop you want to upload? Easily click and drag the file to your MedTrainer folder to begin uploading.
Easily organize. Move multiple documents to another folder at the same time. Select 2 or more files, click the move button in the toolbar, and select which folder to move them to.
Categories are now available across all folders providing you with a consistent and streamlined way to categorize and filter your documents, regardless of where they are stored. *You may see multiple categories if you had the same category in different folders previously.
Fillable PDF Forms in Documents and Policies
Simplify data collection with MedTrainer’s Documents and Policies, enabling users to fill out fillable PDF forms within the system effortlessly. From 1040 tax forms to employee policies, admins can upload forms, share them with staff for completion, and automatically store the completed documents, streamlining your data management process with utmost convenience.
The view document experience has improved to allow you to more easily manage documents and collect signatures.
Users can assign word documents or images to staff for signature.
Properties are easier to edit on published documents.
Easily add space for a date on all documents.
Check out the new viewer by heading to documents and policies and viewing a document.
MedTrainer Reports Added Features
We've added some new features to all in-app reports to make navigating your data easier.
We've added a new “recipients“ column on the scheduled reports page. Now you can search by scheduled report name or by recipients.