How to Display the Docman Desktop App Toolbar

Kevin Wall Updated by Kevin Wall

The toolbar allows a seamless transition from your clinical system to Docman. When a patient is selected in the clinical system, selecting the document icon on the toolbar will take you directly to that patient in Docman to enable you to see all documents for that patient.

Follow the instructions below to display the toolbar that will make it easier to navigate from the clinical system into Docman.

  1. Open the system tray in the bottom right corner of your taskbar to find the Docman Desktop App icon.
  2. Right-click the desktop app and select Show Toolbar. The toolbar will display on your screen.
  3. Right-click the desktop app again but this time select Settings.
  4. In the Display Options section, tick Show Toolbar when Desktop App Starts.
  5. Select Save to commit your changes.
Changing the settings will mean that the toolbar will show next time you start your machine.

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