Standard Program Features

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