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OmniDocs On Cloud User Manual

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OmniDocs in Cloud User Manual

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OmniDocs On Cloud User Manual

  1. 1. How To – A step by step Guide1
  2. 2. 2User Id & PasswordDetailsUser Id & PasswordDetailsLogin ScreenClick Register Nowto sign upClick Register Nowto sign upRegistration/Login Screen
  3. 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. 4. 4Furnish your Contact DetailsBrowse the Company logoto be displayed on the loginScreenBrowse the Company logoto be displayed on the loginScreenCompany Registration Screen
  5. 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. 6. Process After Registration6
  7. 7. Login Screen7
  8. 8. Omni Docs - Repository8Folder HierarchyFolder HierarchyDocuments are stored in Document ManagementSystemDocuments are stored in Document ManagementSystem
  9. 9. 9OmniDocs - SearchSelect SearchCriteriaSelect SearchCriteriaSelect Data ClassSelect Data ClassSearch ResultSearch ResultSave Search Criteria forFrequent UsageSave Search Criteria forFrequent Usage
  10. 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. 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. 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. 13. Operations On Document- Versioning13VERSIONING OF THE DOCUMENT
  14. 14. Operations On Document- Audit Log14AUDIT LOG OF THE DOCUMENTWho did what and whenWho did what and when
  15. 15. Thank YouPlease contact for any queryhelpdesk@newgen.co.in

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