Troubleshooting

This section contains articles relating to common issues or queries that are more technical in nature.

Articles

Antivirus Configuration
With today’s online digitally connected world, it is now more important than ever to have up-to-date, current and reputable anti-virus and firewall software installed on your environment to protect your operations from security vulnerabilities...
Client Installations & Updates
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...
Data Maintenance and Retention
StrataMax is able to configure various data tables to automatically delete or archive data based on a number of years; this process will reduce the size of database tables and therefore reducing consumption of storage on servers and also backup si...
Display Settings
StrataMax is designed around office monitor displays with a recommended resolution of 1920 x 1080 (FHD). Changing settings on your computers display settings may result in StrataMax not displaying particular icons, words due to the overlapping. ...
DocMax Outlook Add-In
This article explains how to enable the Outlook Add-In which allows users to add documents to DocMax directly from Outlook. To learn about how to use the DocMax Outlook Add-In, see DocMax Outlook Add-In . The DocMax Outlook Add-In cann...
Email Deliverability
The instructions in this article relates to Communication .   The icon may be located on your StrataMax Desktop or found using the StrataMax Search . How E-Mails work in StrataMax StrataMax uses SMTP...
Letterhead Changes
Letterhead changes within StrataMax are performed by the Support Team and will incur a charge of $100.00 for collation and upload into StrataMax. To ensure that your letterhead displays correctly across all areas of the StrataMax system, we have es...
Logging a Support Case
This page has been designed to guide clients and ensure that the information provided to the StrataMax Support Team is complete, which in turn, will drastically decrease the time required to resolve. Before logging a Support Case, we r...
Rebranding / Manager Name Change
When you inform MaxSoft about a name change, we initiate a series of internal processes to update our StrataMax Systems with your new company name. Once these changes are completed on our end, there are several client-managed areas that may requi...
Report Troubleshooting (Excel Date Fields)
Sometimes users may experience reports such as Certificates , Inspections   & Contracts   that do not include records that have been entered. Or a date may be interpreted differently due to the year limit for examp...
Template Changes
To request custom template changes within StrataMax, please contact our Support Team. T here is a standard fee of $320.00 for basic design and upload. For more complex changes, additional charges may apply and will be quoted per job. Remember to p...
Troubles Starting DocMax
At times users may experience issues when attempting to open DocMax. The issue is commonly caused by the application being locked to open in the background. This can occur when changing between different monitors or devices. Follow the below steps w...