New Articles

  1. DocMax | Add Documents

    Created On: 20/05/2019 in StrataMax Integrated Modules 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 appear w...

  2. DocMax | Online Portal Uploads

    Created On: 20/05/2019 in StrataMax Integrated Modules DocMax
    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...

  3. DocMax | Work Queues

    Created On: 20/05/2019 in StrataMax Integrated Modules DocMax
    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,...

  4. DocMax | Advanced Search and Saved Searches

    Created On: 20/05/2019 in StrataMax Integrated Modules DocMax
    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  icon ...

  5. DocMax | Documents Tab

    Created On: 20/05/2019 in StrataMax Integrated Modules DocMax
    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 ...

  6. DocMax | StrataMax Integration

    Created On: 20/05/2019 in StrataMax Integrated Modules DocMax
    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 !...

  7. DocMax | Security, Overview & Settings

    Created On: 20/05/2019 in StrataMax Integrated Modules DocMax
    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. ...

  8. Edit Levy Paid Dates

    Created On: 20/05/2019 in StrataMax Administrator System Maintenance
    Learn how to edit the Levy Paid Date for a Levy Period.

  9. Edit Log Report

    Created On: 20/05/2019 in StrataMax Administrator System Maintenance
    The instructions in this article relate to Edit Log Report .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . This report will display the details of any transactions that have be...

  10. Edit Pick List

    Created On: 20/05/2019 in StrataMax Administrator System Maintenance
    The instructions in this article relate to Edit Pick Lists .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Edit Pick Lists is where you make changes to the list of banks and c...
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