GP Document Workflow
Release Notes
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
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How to Reset Your Own Password
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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
How to Delete Corrupt Documents
Scanning
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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
Adding a Filing folder
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 create a Workflow Template (video)
How to Use Auto Start in a Workflow Template
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Read2 to SNOMED Switch
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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
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Docman Connect
Connect Release Notes
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
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Using ‘Groups’ with Connect
Connect API Consumer Creation
Connect Password Rules
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Connect Printer Drivers
Docman Connect Inbound Document Model
Referral Management System (RMS)
Docman RMS e-RS User Guide
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Step by step guide to making the desktop app visible
Configure My Apps for Reports
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Technical Documents
Creating a Desktop Shortcut to Docman 10
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Docman 10 Accepted and Excluded File types
Docman Cloud Enabler App Deployment
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Postman Configuration Tutorial
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Customer Support
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- Getting Support - How To Get In Touch
Getting Support - How To Get In Touch
Updated
by Thomas Burton
Introduction
After listening to customer feedback, we understand that sometimes doing business with us has been challenging. That’s changing. We’re streamlining our processes, investing in new systems, automating your workflows, and enhancing our visibility.
We’re making every touchpoint, whether it’s renewing a contract, receiving an invoice or resolving support issues, seamless and efficient, to improve your experience.
During 2025 we've uplifted our Support Workflow to streamline customers being able to get in touch and improve our security posture to protect our business as well as yours from cyber-threats.
What's in the new portal?
With our new portal, you’ll experience a much more intuitive and customer friendly platform. You’ll be able to log your requests anytime, track the status in real-time, and get instant updates without having to chase for information. It also has a chatbot and great knowledge base where you can find solutions to common issues instantly, reducing the need for formal requests.
- Self-Service Portal to easily request services and track the status of requests 24/7.
- Centralised Knowledge Base to access helpful support resources at your fingertips.
- Real-Time Updates to stay informed with automatic notifications on the status of your requests.
- Interactive Chat to connect you directly with our support teams should you need them.
- Improved Visibility with clear insights or your activity, including request histories and service performance.
FAQ
Where can I access the new portal?
The new portal can be accessed here: https://services.oneadvanced.com/
How do I register on the new portal?
Please follow this video for guidance: https://advanced.wistia.com/medias/qdx4q6793o
How can I access the portal if I have forgotten my password?
Please follow this video for guidance: https://advanced.wistia.com/medias/ygpb0gmxfp
Where can I find key information on the portal?
Please follow this video for guidance: https://advanced.wistia.com/medias/n8q6x9s8zp
Where can I find find my account code?
The account code is located within the profile details page. Click the initials in the top right, select profile.
The account code is the ACCT number without any of the preceding zeros.
The registration code and Pin is in the same screen, registration code is near the account code, pin is towards the bottom of the page.
I'm having difficulties getting through on the phone, what should I do?
Please log onto the customer portal, click the initials and gather your account code and customer pin. The account code is the ACCT number without and leading 0’s, so if it shows as 0023476 the account code is 23476. The customer pin is located at the bottom of the page.
Why do I need to input an account number and pin?
This is a security adoption which is found across most other organisations. We now ask for identity verification to safeguard your account and ensure your information remains secure and accessible to the right parties. It also allows us to quickly and securely identify your entire account details including personal data, previous cases, product entitlements and any other information required thereby ultimately improving your customer experience.
What's a customer admin?
We're introducing more governance and security to this portal. As such, we need you to nominate a ‘Customer Admin’ who will be responsible for managing access to other users in your organisation and will have administration privileges to manage your data. They'll get further information on what they need to do and how to access the portal
The Customer Admin is responsible for adding and managing Customer Portal users, as well as being able to view and manage all data and cases belonging to users.
This individual plays a central role in managing your Portal, being trusted with crucial data and administration privileges.
An Admin can:
- Approve new Customer Portal users, as well as manage those contacts[IA1] who are registered as part of your company
- View and manage all cases belonging to your company
- Add and manage other admins on the account
- Do everything that a user can do, including creating, viewing, and updating cases, requesting services, searching and viewing knowledge articles, speaking with our support teams and viewing account details