Navigating DocuNECT Web in v5.0

Using DocuNECT v5.0


The following screen shows the overall layout of the DocuNECT Web with the DM dashboard. fferent 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.

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Main Navigation Menu

In v5.0 the menu navigation has changed to make it easier and quicker for you to access the components you need. Hover the mouse over each menu and the options will be displayed:

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The menu items displayed depend on your user permissions.

The Home Menu

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 Menu

The menu items contain the names of the data tables you have access to. If there are more than 10, then the last option More… option to display all the available data tables. For more information in this feature, visit the Managing Data page.

The Inbox Menu

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.
  • My Task History - 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 Batches Menu

The menu items contain the names of the batches you have access to index. If there are more than 10, then the last option More… option to display all the available batches.

The Documents Menu

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

The Upload Menu

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.