GP Document Workflow
Release Notes
Docman GP 266 - February 2026
Docman GP 261 - November 2025
Docman GP 259 - October 2025
Docman GP 257 - September 2025
Docman GP 255 - August 2025
Docman GP 253 - July 2025
Docman GP 251 - June 2025
Docman GP 249 - June 2025
Docman GP 247 – May 2025
Docman GP 245 – April 2025
Docman GP 241 – March 2025
Docman GP 238 – Jan 2025
Navigation
Intro and Navigation
How to Reset Your Own Password
How to Display the Docman Desktop App Toolbar
How to Activate New Partner Product
How to Add or Remove Homepage Web Links
Patient Documents
Personalisation
Administration / Reception
Filing
NHS Mail Password Maintenance
How to Capture Documents from a Folder
Rejection Codes for Electronic Documents (EDT)
How to enable Auto-Annotate
How to Add Date and Time Stamp Annotation
How to File a Document with Intellisense
How to File a Document with Filing Templates
Create a Document Review - Workflow Template
Create a Document Review - Manual
Create a Document Review - Levels (Sequential)
How to Manage Task Completion Settings
How to Create Folder Collections
How to Access and Use Document Collections
How to Delete Corrupt Documents
Scanning
Admin Tasks
Document Maintenance
Clinical
System Admin
User Maintenance
How to Create a User
How to Edit a User Profile
How to Make a User Inactive
How to Add and Remove User Roles
How to check and switch User Roles
How to Reset a User's Password
How to Create a New User Group
How to Maintain a User Group
How to Give Users Deleted Documents Notifications
Filing Maintenance
How Should Intellisense Templates Be Used for Filing Accuracy?
Maintaining Intellisense filing templates
Best Practice for a Department Intellisense Template
Best Practice for a Hospital Intellisense Template
Best Practice for a Result Intellisense Template
How to Move a Document
Restoring a deleted document
Adding a Filing folder
Managing Document Folders
Managing Filing Templates
Creating and Using Custom Annotations
Understanding the NHS Mail Folders
Setting Patient and Document Security in Docman
Task Maintenance
How to Create a Workflow Template
How to create a Workflow Template (video)
How to Enable Auto Start in a Workflow Template
How to Create a Task Template
How to Set the Task Priority in a Task Template
How to Create and Use a Quick Step
How to Create and Use Views
Reporting
How to Access Reports
What Predefined Reports Are Available?
How to Create a User Activity Report
How to Create an Active Task Chart
Read2 to SNOMED Switch
Docman 7 to Docman GP Migration
What are Patient Facing Services?
What are Patient Facing Services?
Patient Visibility settings when Filing - No Review
Patient Visibility settings when Filing - Review
Setting Visibility in Workflows or Tasks
Existing documents and setting visibility - Edit Filing Details
Existing documents and setting visibility - Move
Existing documents and setting visibility - Duplicate
Share
Docman Connect
Connect Release Notes
Docman Connect 266 - February 2026
Docman Connect 261 - November 2025
Docman Connect 259 - October 2025
Docman Connect 257 - September 2025
Docman Connect 255 - August 2025
Docman Connect 253 - July 2025
Docman Connect 251 - June 2025
Docman Connect 247 – May 2025
Docman Connect 245 - April 2025
Docman Connect 241 - March 2025
Docman Connect 238 – January 2025
Docman Connect User Guide
Connect API Codes
2 Factor Authentication
Using ‘Groups’ with Connect
Connect API Consumer Creation
Connect Password Rules
Docman Connect Retention Periods
Docman Connect Service Description
Connect Printer Drivers
Docman Connect Inbound Document Model
Referral Management System (RMS)
Docman RMS e-RS User Guide
RMS Training Material Scanning and Filing User
RMS Training Material Clinical User/Consultant
RMS Training Material Appointments/Booking Team
RMS Training Videos System Support
Step by step guide to making the desktop app visible
Configure My Apps for Reports
Forgotten your Docman password?
Technical Documents
Creating a Desktop Shortcut to Docman 10
Docman 10 API Codes
Docman 10 Accepted and Excluded File types
Docman Cloud Enabler App Deployment
Docman Desktop Application Deployment
Docman Desktop Services
Downloads Centre
Postman Configuration Tutorial
Using Docman 10 With a Proxy Server
Warranted Environment Specification (WES)
Customer Support
- All Categories
- Docman Connect
- Connect Release Notes
- Docman Connect 266 - February 2026
Docman Connect 266 - February 2026
Updated
by Thomas Burton
Docman Connect Release 266
This page contains details of new and amended functionality included in the software update known as Release 266.
Return Metadata Items For A Single Document
What have we done?
We have added a new API that lets you get all metadata for a single document using its Document GUID. This works for all documents, including those resent via the front end.
Why have we done this?
This makes it easier for the system sending the documents to identify and handle rejected items automatically.
How will you benefit?
You can quickly find, and process rejected or resent documents without manual checking, saving time and reducing errors.
Details of the change
· New API endpoint returns all metadata for a document using its Document GUID.
· Works with rejected and resent documents.
· Metadata includes patient and destination details for better tracking and processing.
Improved Performance and Workflow Optimisation
What have we done?
We have made ongoing improvements to the system’s performance.
Why have we done this?
We have done this to improve overall performance and make the system easier to use.
How will you benefit?
You will benefit from smoother and more efficient day-to-day tasks.
Details of the change
This update includes general performance enhancements and workflow updates across the system..
Improvements to our NHS Mail Collection
What have we done?
We’ve improved how Docman collects and processes emails from NHS Mail, making the overall experience smoother and more reliable.
Why have we done this?
In the past, issues with individual emails could sometimes slow things down or cause delays. This update helps Docman handle emails more effectively as they arrive.
How will you benefit?
Documents are now processed more reliably, with fewer delays or interruptions. This means a more stable document flow and quicker access to the information your practice needs.
Details of the change
Change to NHS Mail processing
Transferring SNOMED Data via Docman to Improve Coding Quality
We’re currently piloting this feature with selective sites. Once we’ve gathered feedback, we’ll roll it out more widely.
What have we done?
We’ve added a new Onset Date field to our API. When SNOMED-coded information is sent into Docman, this date will automatically appear as the Event Date on the Task screen in Docman 10.
Why have we done this?
Patient care relies on accurate information in GP records. Important details like diagnoses often come through hospital letters and discharge summaries, but they can be hard to spot and time-consuming to code. Because of this, and differences in time, training, and resources across practices, important clinical information isn’t always added to GP records. Evidence shows that up to half of key clinical details can be missed, which means some patients don’t always get the follow-up care they need.
How will you benefit?
This makes filing and coding faster and simpler. The correct date is already filled in, reducing manual effort and the risk of errors. Most importantly, it helps ensure important clinical information is captured properly, supporting better ongoing care for patients.
Details of the change
A new Onset Date field has been added to the API for SNOMED-coded data.
· When SNOMED-coded information is transferred into Docman 10, the Onset Date is automatically populated as the Event Date on the Task screen.
· This works for clinical information coming from hospital letters and discharge summaries.
· The feature is currently being piloted with selective sites, with plans for wider rollout following feedbac