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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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Report distribution is the area that delivers report sets that can be tailored for specific purposes. This screen will offer functionality to run single reports for the various roll reports or add to a combined report set that can be saved to run ...
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Last Updated: 26/11/2024
in StrataMax 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...
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Last Updated: 26/11/2024
The videos on this page are recordings of our monthly online training sessions and are catered to the menus, features, and enhancements that are in StrataMax. Although the StrataMax version in the video may vary to your version, the instructions...
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Last Updated: 20/11/2024
in Third Party Integrations
EasyPost (Bing) is a separate application that is integrated with StrataMax. The following article provides information about how to configure printing to the Bing 'EasyPost Mailroom' printer as well as how to configure StrataMax to use the 'EasyP...
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Last Updated: 19/11/2024
in Troubleshooting
StrataMax stores a 4-digit year code in the date field, which is available in many of the software's areas. When completing the data entry for a date field in any of these areas, for example , Certificates , Inspections, and Cont...
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The first step in the Meeting Hub end-to-end process, is to create a new meeting, which is covered in this first section of the guide. The ability to create a new meeting is available to all Meeting Hub users - both with 'Standard' and 'Administ...
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Last Updated: 14/11/2024
in StrataMax 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...
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The instructions in this article relate to Payments . The icon may be located on your StrataMax Desktop and in GLMax or found using the StrataMax Search . The Payments icon is used to create payments that have been sa...
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With the changes to Account Maintenance (formally known as Add/Change/Delete ), the page below includes some of the most frequently asked questions about how this area works. Security and Permissions Q. I have updated an account code ...