So, we’ve changed a few things… If you’re migrating from Docman 7 or 8 to Docman 10, we’ve created this quick reference guide to help you...
Reset password If you have forgotten your password then follow the instructions below to reset your account and get back to using...
Filing Documents can be filed from the capture and filing area into the patient and document sections. To file a document...
Create a document review Document reviews can be created as part of the filing process so that documents can be sent for review by...
Clinical Coding Clinical coding is a great way to use Docman to associate READ or SNOMED codes with a document and post the...
Create a user in Docman On initial setup of Docman you may wish to synchronise the user list with the clinical system you use, if...
Create groups of users Groups are useful when wanting to send tasks or discussions to more than one person. Creating a group You can...
Manage folders Content can be organised into folders in various areas of Docman. Find out how you can customise the folders in...
Managing Tasks Task Inbox The task inbox is accessible from the tasks icon on the notification and navigation bar. The tasks shown...
Capture documents from a folder If you have documents that are stored in a local folder you can upload them to Docman using the ‘capture’...