Funtionality & Usage
To find your help document simply browse through the list and download the relevant file.
These files will be constantly updated so you can be sure that if someone else has asked for assistance on a particular subject then we will issue the documentation here.
- All user have the same signature
- Assigning clients to consultants
- Changing footer to include e-mail address
- Changing user & passwords
- Changing word documents inside volume
- Creating a CSV file for bulk scanning
- Do not go into volume automatically upon receipt of a document box
- Downloading to a laptop or other media
- E-Mailing a client file
- Employee leaving
- Emptying the recycle bin
- Errors when e-mailing word or excel documents from volume
- global template changes
- How many pages have we scanned in
- Importing Tiff files into a client account
- List of clients I have added pages to
- Maximun number of pages in a document box
- Moving clients from one consultant / cabinet to another
- Problem searching on a client
- Problem printing e-mail with attachments to volume
- Re-assigning clients
- Restricting access to files
- Saving e-mails to volume
- Searching on names
- The torn page
- Unable to see all the clients in the database
- Word seraching
- Unable to delete tabs