Navigating DocuNECT Web

Using DocuNECT v4.6


The following screen shows the different navigation elements of DocuNECT Web, which are the Navigation Toolbar, Navigation Links and the Dashboard. Note, the screenshots in this page are based on our demo system based on a fictional company Portford Finance.

NavigationMain.PNG

Navigation Toolbar

The following table provides a description of the navigation toolbar buttons:

Button Description
system-actions-32.png System are "non-document" related actions and vary depending on how your system is configured and your permissions. The following screen shows an example of a system action that forms part of the DM Dashboard:SystemActions.PNG
my-account-32.png The My Account button allows you to change your account settings:MyAccount.PNG
help-32.png A link to the on-line help.
logout-32.png Log out of the system.

Navigation Links

Navigation links are tabs in the actions that provide access to different functions.

The Home Tab

The Home tab is enabled if you have a dashboard setup. An example of a dashboard is the DM Dashboard that is supplied with DocuNECT DM.

The Data Tab

The documents stored in cabinets have business data (indexes) associated with them. This data can be linked to data external to DocuNECT stored in another database. DocuNECT can also store data tables that can be used for administering the values in a pick-list, a database lookup, or to provide input to a workflow process.

The following screen shows the main data view that lists the different tables available. Depending on your role you may have edit or read access to the table data.

DataTable.PNG

Click on the table you want to access and the rows will be displayed:

DataRows.PNG

Once the rows are displayed, you can create new records by clicking on the New Record button, delete existing records by selecting the records you want to delete and clicking on the Delete Records button. You can also read/edit existing records by clicking on the record heading:

DataEdit.PNG

The Generate Barcodes Tab

This option allows you to generate barcode sheets to help with the document indexing process. For more information on this feature, visit the Generating Barcodes via the Web page.

The Inbox Tab

DocuNECT allows you to interact with the different stages of the document lifecycle. The inbox has three sections:

  • My Tasks - Tasks that have been assigned to you. For more information in this feature, visit the Using the Inbox page.
  • My Role Tasks - Tasks that have been assigned to your role. For more information in this feature, visit the Using the Inbox page.
  • Document Indexing Tasks - This link provides access to the batch document indexing tasks. For more information on this feature, visit the Indexing Documents via the Web page.

The Documents Tab

This option allows you to access the document cabinets. For more information on this feature, visit the Accessing Document Cabinets page.

The Upload Tab

This option allows you to upload documents via the web into a lifecycle. For more information on this feature, visit the Uploading Documents via the Web page.

Dashboards

Dashboards provide an intuitive interface to documents and can be configured to a specific role or corporate look and feel. An example of a dashboard is the DM Dashboard that comes with DocuNECT DM. For more information on this feature, visit the Using the DM Dashboard page.