Standard Program Features

 

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OfficioDM

Program Features

MY IN-TRAY

  • Total Documents in an In-Tray
  • Total of Un-Read Documents
  • Access to IMPORT function
  • Access to LIST and IMAGE View
  • Access to the INDEX Panel
  • Access to The SEARCH Panel
  • Delete Documents
  • Access to ‘Save’ (save out)
  • Access to Document Info
  • Access to HOME screen

IMPORT

  • IMPORT Electronic Files to In-Tray or a Cabinet
  • IMPORT Multiple documents

SEARCH

  • SEARCH a selected Cabinet in a database
  • Multiple FIELD Search
  • REFINE Field SEARCH options
  • TEXT: (Contains, Equals, Starts With, Ends With, Is Not Equal To, Is BLANK)
  • LIST: (Contains, Equals, Starts With, Ends With, Is Not Equal To, Is BLANK)
  • DATE: (Equals, Not Equal To, Before, After, Between, Is Blank and quick Access to Dates which would be Today, Tomorrow and Yesterday.
  • NUMBER: (Equals, Not Equal To, Less Than, More Than, Between, Is BLANK
  • CURRENCY: (Equals, Not Equal To, Less Than, More Than, Between, Is BLANK
  • SEARCH for Documents with no Field Index Values
  • Option to Automatically Open Search Results
  • SEARCH for Documents by the system entered Date (before, after or between a range).
  • CLEAR Options to empty ALL fields or an Individual Field

SCAN

  • SCAN to In-Tray or Cabinet.
  • Documents scanned as PDFs
  • Select Device
  • Input File Name
  • Incremental numbering
  • Flat Bed Option
  • Single or Multi-page documents Option
  • A Scan More to add pages to an existing scanned Document
  • Option to Delete Files after Importing
  • Split Image View to check scans
  • Zoom In and Zoom Out options in Image View
  • DELETE Document Option

CABINET Tiles

  • CABINETS visible on the HOME screen
  • Number of documents contained shown on HOME screen CABINET Tile
  • Access the IMPORT function
  • Cabinet Documents viewed in LIST and IMAGE View
  • The INDEX Panel is accessible
  • The SEARCH Panel is accessible
  • Delete Option
  • Use ‘SAVE’ Option to save out
  • Access to Document Info
  • Up to 4 Index Fields per cabinet
  • Up to 5 Cabinets
  • Choice of Field Type (Text, List, Number, Currency and Date)

INDEX

  • Multiple Index
  • Re-Index
  • Clear Field Value
  • Choice per cabinet to INDEX; Now, Later or ask me when docs imported

DELETED ITEMS Tile

  • Home Screen Tile displays number of Deleted docs.
  • Documents deleted from an In-Tray or cabinet go into this bucket
  • Restore Option to In-Tray or Cabinet
  • Cabinet Documents restored Index Field values
  • Restored to In-tray If Cabinet deleted
  • DESTROY deleted documents

SETTINGS Tile

  • ABOUT – Details program version
  • LICENSE – License information
  • LANGUAGE – Options (English UK. English US., French, German and Spanish)
  • CABINETS – Access for Cabinet settings (create, edit and delete)
  • SUPPORT – Links to FAQ’s and options to purchase additional support
  • CANCEL Option

GENERAL

  • Forgot Password Option
  • Document Notes (256 characters)
  • Change File Name
  • Change INDEX Field order
  • Change Field Type
  • Rotate Documents
  • Drag and Drop Documents to In-Tray or Cabinet
  • Install Updates

 

OfficioDM Document Management

Introductory Video

Watch our Demo Video for further details.

Technical

Further information about the technical aspects of OfficioDM.

Need more information? Speak to one of our experts.

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