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How can I send a document ?

Posted on April 1, 2015 by Martin Peirce
You can send a document to another FileDirector user or anybody else outside of FileDirector. Top Tip – make sure you have PDF conversion enabled in your options. Options > Misc tab At the ve... Read More

How do I annotate a document ?

Posted on March 28, 2015 by Martin Peirce
You can annotate a scanned document. This means you can add layers onto the document like text or arrows etc. There is a annotation menu / dropdown in the WinClient but remember you cannot annotate a ... Read More

Can we talk to other systems as part of a process ?

Posted on March 28, 2015 by Martin Peirce
FileDirector has two ways of doing this. Under the “Change Field Value” option that you can add under Auto Actions, there is the facility there for script. Clever guys like C2S have integ... Read More

What can a user do in a process ?

Posted on March 28, 2015 by Martin Peirce
Approve or Reject a document and add comments why. They can also claim a document – customer service / claims handling etc. You can also ask a user just to comment on a document. Share This:... Read More

Who designs the process or workflow

Posted on March 28, 2015 by Martin Peirce
In theory a process is already in place what you actually need to do is convert that to a FileDirector process or set FileDirector up to replace this process. You do this in the Enterprise Manager. Re... Read More

How can I stop a colleague editing a document ?

Posted on March 28, 2015March 28, 2015 by Martin Peirce
FileDirector has multi-layered security. Firstly you can control security and rights per document type. You could set it so that you could edit or delete documents in a Document Type but a group of co... Read More

How am I alerted if I need to action a document

Posted on March 28, 2015 by Martin Peirce
Depending on how the process is set up you will can receive an email alert every time to tell you to take action. You can also receive a daily digest email telling you how many documents need your app... Read More

How do I print a document

Posted on March 28, 2015 by Martin Peirce
From the WinClient, Find the document and display it. Right click on the document or the document line in the hit list view and select print. If you want to print a specific page, right click on the s... Read More

What is a scan station

Posted on March 27, 2015March 28, 2015 by Martin Peirce
Typically a scanning user will belong to the fd-scan group and will have a scanning tab. Perhaps you want a user to be an occasional scanning user though. The best way to do this is to create an icon ... Read More

How do I scan a document

Posted on March 27, 2015March 28, 2015 by Martin Peirce
Lets assume you want to control a scanner plugged into your PC. In the enterprise manager, you need to create a scan profile. If you have the rights, launch (or install) the Enterprise Manager. Open y... Read More
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