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This section of the guide covers how to generate, edit, and distribute the meeting minutes in Meeting Hub, after a meeting has been finalised. In order to generate the meeting minutes, all the Template Groups must be present. When p...
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Created On: 24/07/2023
in Troubleshooting
The instructions in this article contain important information relating to StrataMax Client Installations and Updates for Version 5.6+ of StrataMax. These functions would be best carried out by your IT Support or the StrataMax Administrator in th...
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Created On: 04/07/2023
in StrataMax Basics
This article covers how to create a new user account and login access to StrataMax. For many years a Windows username was used for accessing StrataMax. We've recently made enhancements to enable users with email addresses. This transition is part...
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The instructions in this article relate to Creditors Management . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Creditors Management icon is for previewing Creditor Invoice ...
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This article provides a reference for merge fields in Meeting Hub motions. The icon for Meeting Hub may be located on your StrataMax Desktop or found using the StrataMax Search . Meeting Hub merge fields are only able to be i...
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The instructions in this article relate to Search Bank Accounts . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Click this icon to display a table with all of the bank accounts (ope...
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Created On: 05/04/2023
in Top Tips
This article has been designed from our must see session titled StataMax Power Up and contains links to further details and instructions on our 20 Game-Changing Tips to Save Time. StrataMax Power Up: 20 Game-Changing Tips video ...
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Report distribution is the area that delivers report sets that can be tailored for specific purposes. This screen will offer functionality to run single reports for the various roll reports or add to a combined report set that can be saved to run ...
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The instructions in this article relate to Merge Letters . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Letters can be created in StrataMax that can have merge fields that refer to d...
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The below page includes some of the most frequently asked questions about Merge Letters and Report Distribution. Security Setup and Templates Q. Some of my users don't see specific reports in the report selection list. ...