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...
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...
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...
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...
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...