Soft DMS
Introduction
Welcome to SoftDMS , a software that will transform
the way you work in office. SoftDMS is a multi-user Document
Image Processing System that runs on Microsoft Windows.
SoftDMS can scan pages into documents. maintain computer
generated documents (e.g.: Word processor document, Spreadsheet,
database, etc.).
store documents into folders contained in cabinets.
automatically generate indexes based on the full text
of the description given to documents, folders and cabinets.
retrieve information using document/folder/cabinet names
or index searches.
archive documents in the traditional filing hierarchy
of Cabinet-Folder-Document-Page.
add annotations and phrase stamps to documents.
control access to the system through login/password protection.
secure documents in the database by setting read/write
permissions.
distribute documents through email, and user-defined
workflows.
process forms and data files using user-defined templates.
What is SoftDMSMail
SoftDMSMail provides another means for document distribution
among SoftDMS users. A user can pick one or more users
and SoftDMSMail the current document/folder/cabinet
with a subject and a brief message.
SoftDMSMail is useful in an office for ad-hoc distribution
of documents (eg: order processing, incoming fax distribution,
etc).
Any document introduced into SoftDMSMail will be received
by the intended recipients instantaneously. The recipient
will have the option for replying back to the sender,
forward the mail to other users on the system, or just
delete the mail after reading the message.
You can
Introduce a document into SoftDMSMail.
Read all incoming documents in SoftDMSMail for you.
Reply to the sender of your Mail.
Forward your SoftDMSMail to one or more users of SoftDMS.
Delete your SoftDMSMail.
- Using SoftDMS
Starting SoftDMS
Logging In
Changing Password
Default Path for Scanned Pages
Setting Scanner
Logging Out
Shutting SoftDMS
Audit Trail
- What are Pages, Documents, Folders,
Cabinets...
What are Pages
What are Electronic Files
What are Documents
What are Folders
What are Cabinets
What are Permissions
What are Stop Words
What is OCR
- Documents
Creating New Documents
Adding Pages
Adding Disk Files
Moving Pages across Documents
Deleting Pages from Documents
Viewing and Printing Pages from Document
Deleting Documents
Editing Documents
- Folders
Creating New Folders
Adding Documents
Deleting Documents from Folders
Deleting Folders
Editing Folders
- Cabinets
Creating New Cabinets
Adding Folders
Deleting Folders from Cabinets
Deleting Cabinets
Editing Cabinets
- Retrieval
What is Search Index
Boolean Search
Probabilistic Search
Wildcard Search
How to find Documents, Folders or Cabinets
Editing Stop word List
- Manipulating Pages
Zooming Pages
Adjusting the Page to its Window
Rotating Pages
Copying Pages into Clipboard
Viewing Previous and Next Page in Document
Copying displayed Pages to Document
Managing multiple Windows
- Annotations and Phrase Stamps
What are Annotations
Inserting and Viewing Annotations
Hiding and Deleting Annotations
What are Phrase Stamps
Inserting and Viewing Phrase Stamps
Hiding and Deleting Phrase Stamps
Editing Phrase display color
Searching for Pages with Annotations
- Users and Groups
Users and User Groups
Adding Groups
Removing Groups
Adding Users
Removing Users
- Templates
What are Templates
Creating Templates
Using Templates
Deleting Templates
- Data Templates
What are Data Templates
Creating Data Templates
Using Data Templates
Deleting Data Templates
- Workflow
What is Workflow
Creating a Workflow
Introduce a Document into Workflow
Reading from Workflow
Checking document status in Workflow
Deleting a Workflow
- SoftDMSMail
What is SoftDMSMail
Introduce an object into SoftDMSMail
Reading a mail received by you via SoftDMSMail
Mark n Mail
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