Please leave feedback These articles have been created by our trainers to meet the frequently asked questions whilst they are out on site...
Forgotten your Docman password? Good News! There is no need to contact Docman if you forget your password. If your email address is included...
Deleting Filed Documents All activities are defined by user roles. These will allow certain users to complete these tasks. Role(s) Required: Delete Filed...
Editing filing details on filed documents All activities are defined by user roles. These will allow certain users to complete these tasks. Role(s) Required: Docman System...
What is the API activation prompt? You may be prompted with an activation screen when using Docman 10. This will likely occur shortly after signing into...
Recently viewed Patients Have you ever wanted to find a patient whose letter you looked at recently? Do you want to rectify a...
Edit filing details If you make any mistakes in during filing you can modify details such as event date, description, organisation name or...
Intellisense keywords The key to reducing clicks and time in Docman is to ensure your intellisense templates have the correct information, this...
Filing Internal Forms Do you file lots of new pat reg forms/consent forms? Does Intellisense struggle with your internal forms? Do you simply...
Instruction within a Quick Step configuration An easy mistake to happen when setting up a quickstep is to ‘add a comment’ rather than an ‘instruction.’ If...