Document Library

Document Library
The document library area is used to simply attach an existing file from your PC to your clients log, or to use your current scanner to scan in a paper-based document and automatically attach this to your clients log.

PPS will automatically choose the current client being used on the system. If there is no client to use, it will ask you to search for the appropriate client. Once selected it will assign the current practioner and the current date to this activity.

Heading and Notes
The heading you type in is the heading that will be visible on the clients log as the document name. The notes field is optional and is there to record anything you may require.

Selecting an Existing File
Any document that is accessible from the PC you are currently on can be attached using the '...' button. Any file type can be selected, of any size. If you syncronise your PPS system with others, and require this document to be accessible at other systems, please make sure that the document size is under the PPS Sync Server file size limit.

Scanning a Document
When scanning a document into PPS, it will automatically attach itself to the document library for the client that has been select. You will need to enter in a document heading before scanning in the document. Settings can be changed for the scanner by using the button underneath. There are a variety of settings in here, but the most notable area is the "Graphics and File Settings" tab, whereby the quality of the scanning resolution and the file type can be selected, which can great effect the size of the document created.

TIP: A scanning resolution of "72" and a file type of GIF will vastly reduce the size of the documents created, and will help with the syncing of PPS documents.

There is an optional preview tick box that can be selected, with options to scale the image into the preview area if required.

Saving, Opening and Removing the Document
Once the document has been attached or scanned in, it can then be saved, or opened up. To remove a document from the clients log, you will have to open the document library screen first, before proceeding to remove the item.

Further Help & Information

If you need any further assistance, please call PPS support on 0845 0680 777 and go through to option 2. Alternatively, you can e-mail us at support@rushcliff.com

If you do not have a support contract and require further information, please contact PPS Sales on 0845 0680 777 and go through to option 1.

Become part of the PPS community and visit the PPS user forum - For PPS users, by PPS users!
The PPS Support Forum

Do you have a support contract with us? If so, check out our on-line help guides - easy step-by-step help and a range of answers to common questions.
Login to your account at https://www.rushcliff.com/support.php and take a look!

DISCLAIMER: This help documentation is offered on a “best intentions” basis. No responsibility is held by Rushcliff Ltd or it’s agents for the content, or for the advice given herein, or for the consequences or actions resulting in following the advice given in this help guide. This document may contain confidential information. The unauthorised use, disclosure or copying of this document or any of the information contained within it is strictly prohibited. Rushcliff Ltd PO Box 6406 Burton On Trent DE15 0XR. Registered in England and Wales, No. 4151443 VAT No. 488 9467 38. Registered office Basepoint Business & Innovation Centre, 110 Butterfield, Great Marlings, Luton, Bedfordshire, LU2 8DL.