Creating Web Link Shortcuts Do you have websites that you need to access regularly? Why not add them as a shortcut to your Docman...
Setting the Task Priority When creating or amending an existing task template, there are various options that can be selected to decide the priority...
Changing the Priority of a Task If you wish to change the priority of a task under review, here’s how you do it. Firstly, create a...
Personalising Docman 10 Screens Would you like to see the oldest documents at the top of your screens, hide the folders column, or find...
The importance of ECM role Do you get your NHS mail dropped into Docman? If the answer is yes, the ECM (Electronic Collection Management) role...
Redact in Docman 10 – not on paper Redact a ‘Safeguarding’ letter, or a Mr & Mrs letter. In Docman 10, not on paper. Did you know that...
Highlighting as standard on opening document. As a clinician, when you highlight a lot of documents in the day, to make your life easier set your...
‘Do you struggle to see comments made on a Task in your inbox? Task & Comment, not Comment & Task.’ A task and comment should look like this. (left hand side) If you are not seeing this and having to...
Why do I get Deletion notifications, or I’d like to receive Deletion Notifications If you are getting deletion notifications it will be because you have the role of the Privacy Officer. Whenever a...
How to use the Online portal How to use the Online portal To access our Online portal through Docman, you will need to go onto the...