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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,...
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The instructions in this article relate to Disbursements . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Disbursements is designed to automatically record particular events t...
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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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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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This articles covers the Online Portal Uploads sections in DocMax . This is where documents are placed waiting to be synchronised. This can be for the upload of new documents, removal of pending documents, as well as update of documents. H...
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DocMax is a document management system, and is the perfect companion for StrataMax. As digitised records become more of a necessity rather than a luxury, we encourage our clients to utilise DocMax to its fullest capacity. DocMax integrates with ot...
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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 ...
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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...
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This article covers how to use the Advanced Search function in DocMax , and how to save them as a Saved Search. It also explains how to create, edit, and delete these Saved Searches in the Administration tab. The DocMax ico...