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Docman SmartUI User Guide

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Workflow Has a New Look!

Standard Workflow - all the same features with a fresh new look

In an upcoming update, workflow will be given a new look with all the same features.

Click here for more information on the fresh new workflow.

Click here for a guide on changing to the fresh new look.

Introduction

This guide will introduce you to the Docman Workflow system, which enables you to forward documents to relevant staff members for viewing and actioning electronically. This is intended as a replacement to the movement of paper documents around the surgery, increasing efficiency and effectively eliminating clinical risk due to loss/damage of documents.

Getting Started

Workflow consists of creation, process and completion.

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Creation

Process

Completion

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