Updated Articles

  1. Letterhead Changes

    Letterhead changes in StrataMax are performed only by the Support Team and will incur a charge of $100.00. To ensure that your letterhead displays correctly across all areas of the StrataMax system, we have established specific design guidelines ...
  2. Integrity Tests

    There are various system tests that are conducted by StrataMax to ensure your data is maintained correctly and efficiently. Most items in the Integrity Tests screen should only be used by the StrataMax Support team or under their direction. ...
  3. StrataCash Hub

    This article provides all the relevant information for StrataCash Hub . The icon may be located on the right-had side of the StrataMax Desktop or found using the StrataMax Search . To access this screen, users must have permission...
  4. TRMax Recoveries

    The instructions in this article relate to TRMax.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . TRMax has been designed to provides a mechanism to automatically record events as th...
  5. Invoice Hub | Troubleshooting

    The instructions in this article relate to Invoice Hub.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . For any areas that require troubleshooting, please review the below to understand ...
  6. Meeting Hub 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...
  7. Creditor & Payment Videos

    The videos in this article relate to creditors and payments . These include topics such as creditor maintenance, payments management, payment processing, and more. Creditor Maintenance & Account Maintenance This video is a rec...
  8. StrataMax Portal | Introduction & Access

    This article covers in introduction to the StrataMax Portal, the management of user accounts for access to the StrataMax Portal, as well as how to view the Portal as an owner. Introduction The StrataMax Portal is a valuable tool for ...
  9. DocMax | Work Queues

    The instructions in this article relate to Work Queues in DocMax .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . We also offer a completely free 'DocMax Basics' online course,...
  10. DocMax | Documents Tab

    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 ...