Updated Articles

  1. Merge Letters | Managing & Sending Documents Updated

    The instructions in this article relate to Merge Letters .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Letters can be created in StrataMax that can have merge fields that refer to...
  2. Report Distribution Updated

    Report distribution is the area that provides report sets 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 regularly. ...
  3. Account Manager Edit Updated

    The instructions in this article relate to Account Manager Edit .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Account Manager Edit   is where account managers in StrataMax are ...
  4. Training Requests Updated

    Please allow at least  3 business days notice for training sessions so we can schedule the appropriate team member and plan the session. The following charges apply for training as per the terms and conditions of the StrataMax agreeme...
  5. Levy Management

    The instructions in this article relate to  Levy Management .  The icon may be located on your   S trataMax Desktop   or found using the StrataMax Search . Levy Management streamlines the process...
  6. Full Service

    This article highlights the range of tasks and services offered by the StrataMax Full Service Team to support StrataMax clients. Each section provides a detailed overview of the tasks available, the required information to complete them, and a co...
  7. StrataMax Desktop

    StrataMax provides a 'User' configurable desktop with icon groups that can be customised, and items for security groups can be set up depending on whether the user is allowed to edit Desktop Groups for the Users  security group. The purpose of th...
  8. Solutions in Engineering

    The instructions in this article relate to Solutions In Engineering .  The icon may be located on your  StrataMax Desktop or found using the StrataMax Search . There is an option to request reports from Solutions in Engineering...
  9. StrataMax Portal | Branding

    The Branding page allows you to tailor the visual identity of the StrataMax Portal for each office (BCMax drive) with custom branding elements. By default, the StrataMax logo and colour scheme are applied, and the user can personalise this. This a...
  10. Building Information

    The instructions in this article relate to Building Information .  The icon may be located on your StrataMax or GLMax Desktop or found using the StrataMax Search . The  Building Information function is for recording gen...