GP Document Workflow
Release Notes
Docman GP Release 245 – 2nd to 10th April 2025
Docman GP Release 241 – tbc 2025
Docman GP Release 238 – 6th January 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)
Auto-Annotate
How to Add Date and Time Stamp Annotation
How to File a Document
Create a Document Review - Workflow Template
Create a Document Review - Manual
Create a Document Review - Levels (Sequential)
How to Access and Use Document Collections
How to Manage Task Completion Settings
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 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?
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
Managing Document Folders
Managing Filing Templates
Creating and Using Custom Annotations
Understanding the NHS Mail Folders
Task Maintenance
How to Create a Workflow Template
How to Use 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
What Predefined Reports Are Available for Use?
How to Create a User Activity Report
How to Create an Active Task Chart
Other System Admin
Docman 7 to Docman GP Migration
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Docman Connect
Connect Release Notes
Docman Connect 2.245. - 2nd to 10th April 2025
Docman Connect 2.241.0 – TBC 2025
Docman Connect 2.238.5 – 6th 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
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)
- All Categories
- Referral Management System (RMS)
- Configure My Apps for Reports
Configure My Apps for Reports
How to Access the Reports App
- To access the Reports App, you must first configure My Apps to allow access to the Reports App, on the home page.
- Click the edit option in the top right hand corner to add the Reports App to My Apps.
- Choose the Reports App and click Save in the top right hand corner.
- Once saved, My Apps will now have the Reports App available to use
- Choose the Reports App icon (as above)
Depending on your role access, folders will be listed on the left for you to choose from
Updated on September 11, 2019
