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This article is designed to be used as a reference guide to all the areas in StrataMax that integrate with DocMax and allow document attachment. We also offer a completely free 'DocMax Basics' online course, which you can enrol in here !...
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The instructions in this article cover the the Export Documents function in the DocMax ribbon. We also offer a completely free 'DocMax Basics' online course, which you can enrol in here ! Please see the StrataMax Online Courses ...
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This article covers the functions within the Documents tab, except Work Queues and Online Portal Uploads , in the navigation pane on the left side, within the Documents tab of DocMax . We also offer a completely free 'DocMax Ba...
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This article covers how to update multiple documents in DocMax, which leverages the Advanced Search function in DocMax. This function is useful for scenarios such as after a building transfer and some documents within a category need to be split o...
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This article covers an overview of the DocMax interface, and navigation of DocMax, as well as the available settings within DocMax . There are no processes contained within this article, and should only be used as a reference for information. ...
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Last Updated: 26/11/2024
in StrataMax Videos
The videos in this article relate to Meeting Hub . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Meeting Hub is the purpose-built meeting management system, which is fully i...
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Last Updated: 26/11/2024
The videos on this page are recordings of our monthly online training sessions and are catered to the menus, features, and enhancements that are in StrataMax. Although the StrataMax version in the video may vary to your version, the instructions...
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EasyPost (Bing) is a separate application that is integrated with StrataMax. The following article provides information about how to configure printing to the Bing 'EasyPost Mailroom' printer as well as how to configure StrataMax to use the 'EasyP...
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The first step in the Meeting Hub end-to-end process, is to create a new meeting, which is covered in this first section of the guide. The ability to create a new meeting is available to all Meeting Hub users - both with 'Standard' and 'Administ...
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The instructions in this article relate to Payments . The icon may be located on your StrataMax Desktop and in GLMax or found using the StrataMax Search . The Payments icon is used to create payments that have been sa...