Navigating DocuNECT Web in v5.0

Using DocuNECT v5.0


This section provides information on how to navigate the DocuNECT Web.


Logging In

In many cases the login page can be customized to your corporate look and feel, but the login process is the same. The following screenshot shows the login page for the Portford Financial demo system:

login.png

Depending on how your administrator has setup the policies, you may be required to use strong passwords and change your password on a regular basis.

Changing Your Password

If you have forgotten your password you can change it by clicking on the Change Password link. Note, you will need to now your existing password to change it.

changepassword.png

Resetting Your Password

If you need to reset your password (i.e. you do not have your current password) then click on the Reset Password link.

resetpassword.png

Main Navigation Menu

Once you have logged in you will be prompted with the main menu. The menu options reflect your permissions.

menu.png

The white circle indicates the menu option you currently have selected:

menuind.png

If you hover over the menu, the menu items will be displayed. Note, the menu items depends on the configuration of your system.

menuoptions.png

Settings

The following menu allows you to access system-wide options:

settings.png

To change your personal settings, click on the My Account option.

myaccount.png