Upload & remove documents, alter which categories or groups for documents and manage notifications
Accessing the SurgeryDocs Document Manager Module
From within the Control Panel
Navigate to SurgeryDocs > Document Manager
You will be presented with this screen
You are unable to edit the document from within this Module. All amendments to the actual document need to be carried in which ever programmes was used to create the document.
Key Features
| Edit | Make amendments to the Document properties |
| Document Name | Displays the friendly name of the document and the Categories this document is applied. |
| Comments |
Read comments left by users and leave your own comments. If you leave any comments then it will send a notification to all Users unless they have chosen to un-subscribe. This is done on a document level basis. |
| Remove | Removes the document. |
Creating & Managing SurgeryDocs Documents
When adding a new document you will be asked to upload the document first before you are taken to the following screen
Key Features
| Document Name |
The friendly name of the document. This can be different from the file name which helps users and version controls without having complex naming conventions Use words that are helpful in searching for this document |
| Description |
More information to ensure that the user knows this is the document they want to view. Use words that are helpful in searching for this document. The search facility in the Front End Portal does not search for words within the document itself. |
| Categories | Select all Categories that apply to this document |
| Groups | Select all Groups that apply to this document |
Managing Notifications
From within the Notification Recipients tab at the top of the page you can manage who will receive notifications about this document and how they are sent.
By default there are no notifications configured.
Notifications are sent for Document Renewal Date AND Comments
All recipients must have access to the SurgeryDocs Module to appear in the dropdown
- Select the owner
- Choose the notification type - Email or SMS (SMS requires an additional Module)
- Click add recipient
Once added you will have an option to remove the recipient
SurgeryDocs is a feature add-on to our Healthcare websites.