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Maintain Lists contains the maintenance options for Docman. From here it is possible to add, edit or delete a number of settings, including user accounts, filing templates and workflow actions and quick steps.
You will need to log into Docman as a user with the permission to access the Maintain Lists section. This can be the default ADMIN user or any other user with access to Maintain Lists.
Click Settings on the Docman main menu, then click Maintain Lists.
The Maintain Lists section is split into a number of categories, which are all displayed on the left-hand side of the window. By default, the Sections category is selected.
Hover over a category on the image below to learn more. Click on a category or option for more information.
The Sections category is selected by default when Maintain Lists opens. The Sections category displays a list of the data sections stored in Docman. This includes the Address Book and the Patient sections.
Secured and Surgery Documents may also be listed under Sections. However, these non-patient sections were replaced by Library, and therefore might not appear in the Sections list.
Note: It is not recommended to alter any settings under the Sections category. Manually editing or removing a section could result in data loss.
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