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OmniDocs in Cloud User Manual

OmniDocs in Cloud User Manual

Published in Business , Technology
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  • We will now go through a demonstration of how you can start using OmniDocs on cloud. OmniDocs on cloud is available for a 30 day trial as well for your organization. The trial version has all the features of the paid version.
  • When you visit cloud.newgensoft.com, you will be taken to the registration cum login screen. On clicking on “Register Now”, you will be taken to the company registration screen.
  • On the company registration screen, you need to fill in your company details like name of your company, contact person name, address, etc.
  • On the same screen, you will also need to register the contact details of the OmniDocs administrator for your organization. You can also upload a 80 x 20 logo of your company to personalize your OmniDocs.
  • In the next screen, you will need to enter the names of the 4 trial users and their email addresses. Please make sure that you type in the correct email addresses as usernames and passwords will be sent out through these emails.
  • Individual emails with a web link will be sent to the administrator and the users. The emails will contain the username and password. After the first login, the users will have to change their password for security.
  • The weblink on the email will take you to the OmniDocs on Cloud login page. You will need to login with the username and password sent to you in your first email.

Transcript

  • 1. How To – A step by step Guide1
  • 2. 2User Id & PasswordDetailsUser Id & PasswordDetailsLogin ScreenClick Register Nowto sign upClick Register Nowto sign upRegistration/Login Screen
  • 3. 3Furnish the Company NameFurnish the Company NameSelect Omni DocsSelect Omni DocsFurnish CompanyDetailsFurnish CompanyDetailsThis first User will have admin rights and cancreate four UsersThis first User will have admin rights and cancreate four UsersCompany Registration Screen
  • 4. 4Furnish your Contact DetailsBrowse the Company logoto be displayed on the loginScreenBrowse the Company logoto be displayed on the loginScreenCompany Registration Screen
  • 5. 5Four Users can be created by AdministratorFour Users can be created by AdministratorFurnish First Name, Last Name and Email ID of the Users to be createdFurnish First Name, Last Name and Email ID of the Users to be createdTrial User Creation Screen
  • 6. Process After Registration6
  • 7. Login Screen7
  • 8. Omni Docs - Repository8Folder HierarchyFolder HierarchyDocuments are stored in Document ManagementSystemDocuments are stored in Document ManagementSystem
  • 9. 9OmniDocs - SearchSelect SearchCriteriaSelect SearchCriteriaSelect Data ClassSelect Data ClassSearch ResultSearch ResultSave Search Criteria forFrequent UsageSave Search Criteria forFrequent Usage
  • 10. 10Omni Docs- AnnotationNewgen Document ViewerNewgen Document ViewerNotes Sections for addingsome important note withthe documentNotes Sections for addingsome important note withthe documentAnnotations operated on DocumentAnnotations operated on DocumentDetails of Document whichincludes dataclass detailsDetails of Document whichincludes dataclass details
  • 11. Document CheckedDocument Checked Operations for DocumentOperations for DocumentOperations on Documents11PROPERTIES OF THE DOCUMENT INCLUDINGDATACLASS DETAILSPROPERTIES OF THE DOCUMENT INCLUDINGDATACLASS DETAILSMOVING DOCUMENTS TO ONE FOLDER TO ANOTHERFOLDERMOVING DOCUMENTS TO ONE FOLDER TO ANOTHERFOLDERCHECKING THE DOCUMENT AFTER DOING OPERATIONSON ITCHECKING THE DOCUMENT AFTER DOING OPERATIONSON ITVERSIONING OF ELECTRONIC DOCUMENTSVERSIONING OF ELECTRONIC DOCUMENTSSHARING OF THE DOCUMENTSHARING OF THE DOCUMENTDOWNLOADING THE DOCUMENT FROM OMNIDOCSDOWNLOADING THE DOCUMENT FROM OMNIDOCSPRINTING & LINKING OF THE DOCUMENTPRINTING & LINKING OF THE DOCUMENTMAKING DUPLICATE COPY & AUDIT LOG OF THE DOCMAKING DUPLICATE COPY & AUDIT LOG OF THE DOCALARMS & REMINDERSALARMS & REMINDERS
  • 12. Operations On Document- Check Out /CheckIn12Tick Mark on Document is showing that document is used by someuser and no other user can access this documentTick Mark on Document is showing that document is used by someuser and no other user can access this documentCHECK OUT & CHECK IN OPERATION ON DOCUMENT
  • 13. Operations On Document- Versioning13VERSIONING OF THE DOCUMENT
  • 14. Operations On Document- Audit Log14AUDIT LOG OF THE DOCUMENTWho did what and whenWho did what and when
  • 15. Thank YouPlease contact for any queryhelpdesk@newgen.co.in