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DocuXplorer TV

 

DocuXplorer TV also know as DXTV is a library of video demos and tutorials. DXTV should be used to learn about DocuXplorer Library setup, security setup, and program use.  As an added benefit use DXTV to train your users, this translates into considerable cost savings over other systems that require added on-site or travel and training costs along with the loss of employee time during training sessions.

 

 Tutorials

 

DocuXplorer Tutorials consist of Flash video and audio that runs right from your browser. Simply click on a lesson to run it in your browser.

DocuXplorer Tutorials are provided to help you quickly set up your DocuXplorer Library hierarchy and Index Sets. Tutorials run about 30 minutes long and can be paused during execution for you to follow along interactively.

Each tutorial consists of five lessons. Users can begin with Lesson 1 and complete as many lessons as they have time for in a session. On the last frame of each lesson you will be given an opportunity to continue to the next lesson or you can choose to complete the tutorial at a different time. You can always access any lesson directly from the DocuXplorer Tutorials webpage. Use the Situation description to choose a tutorial that will most closely match your own business requirements.

New tutorials are to be added so please come back soon to see the new additions.


 

Tutorials

Title - Medical Office
To also be used by Financial Services, Accounting or Law Firms and Real Estate and Construction companies.

This tutorial provides the basic setup needed for any type of organization that stores documents by client, patient or project.

It's emphasis is on the use of auto-index variables and grouping to speed data entry and customize the display of like documents.

Simply replace the field display titles to fit your situation.

 Situation - A Library with a Patients (Clients) Cabinet, containing Drawers based on an alpha breakdown (i.e. all patients or clients whose last name starts with a letter between A and C) and Folders for each patient - the folder name can also include additional identifiers such as Social Security or Client ID number to use with DocuXplorer Auto-Indexing Features.


Lesson1 - The DocuXplorer Desktop

Lesson 2 - Creating a Library hierarchy of Cabinet, Drawers and Folders for a Medical Office

Lesson 3 - Creating Index Sets for Medical Offices

Lesson 4 - Adding Documents for Medical Offices

Lesson 5 - Finding Documents for Medical Offices


Title - Accounts Payable Department

Situation - A Library for a corporate department called Accounts Payable, a Drawer based on the AP Invoices by year (i.e. AP 2003, a new drawer would then be created for each additional year) with Folders based on month (i.e. 01 Jan). A second Drawer for Purchase Orders and correspondence with Folders for each Vendor (additional drawers can be created to facilitate large numbers of Vendors).


Lesson1 - The DocuXplorer Desktop

Lesson 2 - Creating a Library hierarchy of Cabinet, Drawers and Folders for an Accounts Payable Department

Lesson 3 - Creating Index Sets for an Accounts Payable Department

Lesson 4 - Adding Documents for an Accounts Payable Department

Lesson 5 - Finding Documents for an Accounts Payable Department


 

 

 

 

 




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