DocMax

This article is designed to cover the various methods of adding documents to DocMax. If you are new to DocMax, we highly recommend enrolling in our DocMax Basics Online Course - it's completely free! The Add Document window will appe...

This article covers the Administration tab within DocMax . To open this menu, click the Administration button in the bottom left. We also offer a completely free 'DocMax Basics' online course, which you can enrol in here ! T...

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 ...

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...

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 fre...

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 ! Export Documents The...

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 othe...

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. How...

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. ...

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...

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' o...