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This article covers Periodic Work Orders and Future Work Orders in the TaskMax menu. Periodic work orders are recurring contracts, which have a frequency, a recurrence pattern and may have a finish date. Future work orders are simply work...
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This article covers the topic of Quotes within TaskMax . When work is required for the building, and quotes need to be obtained, the details of the job must be entered first, and contractors selected. Request Quotes Open Tas...
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The configurations for TaskMax can be set in File > Configure . The configuration settings are split into three categories; User, System, and DocMax Settings. Once the settings have been amended, TaskMax will need to be reopened to allow the cha...
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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 ! Please see ...
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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...
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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. How...
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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, w...
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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 icon ...
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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 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 !...