{"version":"https:\/\/jsonfeed.org\/version\/1","title":"Personalising Docman 10 Screens > Docman Help","home_page_url":"https:\/\/help.docman.com\/knowledge-base\/personalising-docman-10-screens\/","feed_url":"https:\/\/help.docman.com\/knowledge-base\/personalising-docman-10-screens\/feed\/json","author":{"name":"nextSTL","url":"https:\/\/help.docman.com"},"items":[{"title":"Personalising Docman 10 Screens","date_published":"2019-08-12T14:41:32Z","date_modified":"2019-08-12T15:41:32Z","id":"https:\/\/help.docman.com\/knowledge-base\/personalising-docman-10-screens\/","url":"https:\/\/help.docman.com\/knowledge-base\/personalising-docman-10-screens\/","author":{"name":"Thomas Burton","url":"","avatar":"https:\/\/secure.gravatar.com\/avatar\/a32b4001ab8ff3155eacbca0c04ea21c09b641defc2ff85bcd80a14ebdf75d62?s=96&d=mm&r=g"},"summary":"\nWould you like to see the oldest documents at the top of your screens, hide the folders column, or find inactive\/deceased patients?\u00a0 Yes? Then read on\u2026\n\n\n\n Accessing your User Profile Settings Before you can change any of your Profile settings fo\u2026","content_html":"\n

Would you like to see the oldest documents at the top of your screens, hide the folders column, or find inactive\/deceased patients?\u00a0 Yes? Then read on\u2026<\/p>\n\n\n\n

Accessing your User Profile Settings

<\/strong>Before you can change any of your Profile settings for the different screens in Docman 10 you must first navigate to the Settings screen.
Click on the \u2018Settings<\/strong>\u2019 button at the top of the Screen <\/p>\n\n\n\n

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On the left hand side of the screen click on the
\u201cMy Profile<\/strong>\u201d option. <\/p>\n\n\n\n

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You can now select which settings you wish to customise.
(See below for details of each setting.) <\/p>\n\n\n\n

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Filing Settings<\/strong> This affects the screen\/s seen when \u2018Filing Documents\u2019 <\/p>\n\n\n\n

Note: <\/strong>Clinicians will not need to change these settings because they normally do not have access to the \u2018Filing\u2019 Screen.<\/p>\n\n\n\n

Click on the
\u201cFiling Settings<\/strong>\u201d Option. <\/p>\n\n\n\n

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\u2018Document Sort Order\u2019 <\/strong>\u2013 Here you can choose to Sort your documents by \u2018Oldest First\u2019<\/strong> (at the top), or \u2018Newest First\u2019<\/strong>. The default setting is \u2018Newest First\u2019.<\/p>\n\n\n\n

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Leave the \u201cDefault Filling Section\u201d set to \u201cPatients\u201d<\/strong><\/p>\n\n\n\n

If you DO NOT wish to see the \u2018Folder List\u2019 column displayed by default, then remove the \u2018Tick\u2019<\/strong> from the box, otherwise leave it \u2018Ticked\u2019<\/strong>.<\/p>\n\n\n\n

Click on the \u2018Update<\/strong>\u2019 button to save your changes. <\/p>\n\n\n\n

Note: <\/strong>\u2018Hiding\u2019 the \u2018Folder list\u2019 gives more screen space for the \u2018Document\u2019 \u2013 This may be useful if you have a small screen. The \u2018Folder List\u2019 may also be \u2018Displayed\u2019 or \u2018Hidden\u2019 manually when viewing documents.<\/p>\n\n\n\n

Tasks Settings<\/strong> This affects the screen\/s seen when \u2018Viewing Tasks\u2019<\/p>\n\n\n\n

Click on the \u201cTasks Settings\u201d<\/strong> Option.<\/p>\n\n\n\n

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Here we take a look at the most common options in the \u2018User Task Settings\u2019<\/p>\n\n\n\n

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The \u2018Default Task View\u2019 <\/strong>set to \u2018Inbox\u2019 <\/strong>\u2013 changing this may cause you to miss \u2018Tasks\u2019 that have been sent to you.<\/p>\n\n\n\n

Inbox Sort Order<\/strong> \u2013 Here you can choose to Sort your \u2018Tasks\u2019 by \u2018Oldest First<\/strong>\u2019 (at the top), or \u2018Newest First\u2019<\/strong>.\u00a0 The default is Newest First.<\/p>\n\n\n\n

Some \u2018Tasks\u2019 in your \u2018Inbox\u2019 may have a blue button labelled \u2018Has Comments\u2019 \u2013 Clicking on this button will display the \u2019Comments\u2019 for the \u2018Task\u2019.<\/p>\n\n\n\n

Alternatively \u2013 \u2018Ticking\u2019 the \u2018Auto Expand Comments in Task List\u2019 <\/strong>option will display any \u2018Comments\u2019 automatically when the \u2018Task\u2019 is selected.<\/p>\n\n\n\n

Click on the \u2018Update<\/strong>\u2019 button to save your changes. <\/p>\n\n\n\n

Document Viewer Settings <\/strong> This affects the screen\/s seen when \u2018Viewing Patients Documents\u2019<\/p>\n\n\n\n

Click on the \u201cDocument Viewer Settings<\/strong>\u201d Option. <\/p>\n\n\n\n

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When \u2018Ticked\u2019 the \u2018Hide Inactive Folders<\/strong>\u2019 option will only display the \u2018Folders\u2019 that have \u2018Documents\u2019 for the currently selected \u2018Patient\u2019. <\/p>\n\n\n\n

\u2018Ticking\u2019 the \u2018Pin Folder List Open\u2019 option displays the list of \u2018Document Folders\u2019 for the currently selected \u2018Patient\u2019, when viewing patient documents.<\/p>\n\n\n\n

You may adjust the default zoom level by changing the option in the \u2018Document Zoom Mode<\/strong>\u2019. <\/p>\n\n\n\n

Enabling the \u2018Display Document Download Message\u2019 will result in a reminder not to save documents to an unsecure location when downloading documents. <\/p>\n\n\n\n

Click on the \u2018Update<\/strong>\u2019 button to save your changes. <\/p>\n\n\n\n

Note: \u2018Hiding\u2019 the \u2018Folder list\u2019 gives more screen space for the \u2018Document\u2019 \u2013 This may be useful if you have a small screen. The \u2018Folder List\u2019 may also be \u2018Displayed\u2019 or \u2018Hidden\u2019 manually when viewing documents. By clicking on the \u2018<\u2019 or \u2018>\u2019 chevron at the top left of the \u2018Document List\u2019 column (second column) when on the \u2018Filing\u2019 screen.<\/p>\n\n\n\n

This article has been created by David Chiesa (Training and Implementation Consultant)<\/strong><\/p>\n","tags":[]}]}