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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 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...
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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 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 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: 27/11/2024
in StrataMax Videos
The videos in this article are recordings of our monthly webinars, covering the new features and enhancements that were being released and introduced at the time. Pro Tips & New Features | Nov 2024 (27 minutes) This is a recording of ...
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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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Payments Management provides a centralised area to both review and manage payments, as well as reverse.