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GP Document Workflow
Release Notes
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)
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?
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
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
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Docman Connect
Connect Release Notes
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
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)
Docman Connect
Connect Release Notes
Details of the latest changes and enhancements to Docman Connect.
Docman Connect User Guide
Introduction to Docman Connect. Docman Connect is a document transfer platform that provides a secure, reliable and flexible platform for the electronic communication of documentation between Seconda…
Connect API Codes
Document Validation Error Codes. This is the list of possible error codes returned in the validation message when attempting to post a document. Code Description DC01.01 Patient Data Missing DC01.02…
2 Factor Authentication
You may be prompted with the 2 factor authentication screen which will show a QR code for you to scan. 2 factor authentication is an additional layer of security to keep your account safe. Using 2 fa…
Using ‘Groups’ with Connect
Using ‘Groups’ with Connect. In Connect, there is the functionality to specify ‘Groups’ when sending documents. The concept is that you are able to separate documents by either a team, letter type, d…
Connect API Consumer Creation
This article will guide you through how to create and subsequently manage your organisations Docman Connect API Consumers. The creation of API Consumers is the same whether you use Docman Connect wit…
Connect Password Rules
Please remember the following when choosing your password for Connect. Must not contain a space. Be a minimum of 8 characters. Should not contain all or part of a username. Contain 3 out of 4 charact…
Docman Connect Retention Periods
As of 20/09/2023 a new retention policy will be in place for Docman Connect documents. The retention information for each document status is outlined below: Document Status Physical Document & Metada…
Connect Printer Drivers
Downloading the Printer Drivers. The Docman Printer Drivers for Docman Connect can be downloaded from a number of locations: First, by accessing the following URL and scrolling down to Connect: https…
Docman Connect Inbound Document Model
Introduction. This article describes the Docman API Inbound Document Model and should be used with the “Post Document” method in either the Docman 10 or Docman Connect services in Docman API. The tab…
