User manual Help.pdfPress Delete to delete the document To view in separate window, press download....
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1 User manual
Transcript of User manual Help.pdfPress Delete to delete the document To view in separate window, press download....
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User manual
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INDEX
Sr. N. Particular Page No.
1 An Introduction 3
2 Features 4
3 How to use DocMan 5
4 Capture 7
5 Search 11
6 Organizer 12
7 Setup 14
8 EWI Scheme 16
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An Introduction
DocMan is online software that provides you a new way to keep your
important documents available every time at anywhere in the world with
facilities of easy capturing & instant document searching, Reminders send
greetings to your friends, associates & others even when you are far away
from your computer & mobile.
Also you can earn regular income without any investment. You simply have
to invite your friends, associates & others for DocMan. On being
membership by them, you will get payout. Not only this, you will get payout
at each & every step on further membership by your friend i.e. Simply,
Invite/ Join your friend & start your earnings.
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Features:
Keep your confidential documents personalized, while it is not safe to
keep them on a shared network.
Online document management software to manage all your documents
to Reduce cost of Storing & Searching hard copy & files, using soft copy
of document.
Access to all your documents at anywhere at the globe at any time
round the clock.
Content basis search and various parameters to save different type of
documents varied from Medical, Vehicle, Property, Educational,
Professional, Warranty cards etc.
Manage your calendar, Reminder for various necessary activities, Alerts
of expiring documents, Schedule mails and alert messages.
An additional feature of earn extra unlimited income.
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How to use DocMan
Visit www.docman.in
Enter your user id and password
After successful login, User Dashboard page will appear as given
below:
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o Capture: To Add new documents in DocMan.
o Search: To Search documents saved in DocMan.
o Organizer: To Organize your Profile, Contacts, Reminders, etc.
o Setup: To Create/Change your own personalized settings.
o EWI: To Earn Without Investment.
o Other useful shortcut links:
Invite Friends: To Send invitation for joining DocMan.
Space Increase: To increase space for storage of.
SMS Management: To recharge of SMS pack.
Add New Member: To add New Member for DocMan.
Request for Payout: To submit request for earned payout.
Query/Complaint: To create/view any.
Payment History: To view all transactions.
Change Password: To change your login password of DocMan.
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CAPTURE:
On this page you can add new documents in DocMan:
o Click on “Scan” to add document direct from scanner
connected to your system.
o Click on “Browse” to Browse/upload files of any type from your
local or LAN connected PCs
o You can also create new Word/Excel document by “Create”
button.
o There are various fields provided to save additional useful
information related to added document as following:
For identification of Document: Document Type, Title,
Subject, Document number, Physical Location/address of
document,
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For Validation of document: Preparation date, pertain period,
validity of document, due date, filing date,
Other like: Status (progress) of process/ work related to
Document with remarks, keyword, source, event, place,
note, etc.
o Some input fields which are not active will be show at lower
side of input fields panel by click on “Show”, you can active
them by Setup.
o Use Template: This is a filter to show only required fields for
particular types of documents. You can add more templates in
SETUP.
Like for Taxation documents only some fields as Subject,
Pertain year, Due date, filling date, Status of process and
place are required, than
Create an input template in setup (one time) for taxation
documents and use it at the time of capture to hide useless
fields.
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After scan/browse/create, your document will be displayed in
RECENT documents list at right of screen as seen below.
Press SAVE to save the document
Press Delete to delete the document
To view in separate window, press download.
You can attach files to the documents saved either by scan or browse
button below the attach file.
A new panel of buttons will appear at upper side of
document list panel,
Click on “Scan” or “Browse” button to attach one or more
files.
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Attached files of selected document will show at lower panel
of list panel.
o Click “Add More” button to add new more document(s).
In BROWSE mode, new window will open
Click Add files -> select the documents -> Press UPLOAD Files.
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SEARCH:
On this page you can search documents added in DocMan earlier:
o There are various input fields at right panel, that can be use to
specific search,
o To search required document(s) enter keywords in one or more
input fields, on the basis of you wants to search documents,
Like you wants to search a document of title is ‘LIC’ and due
date is ’15-02-2015’ then enter ‘LIC’ in field of ‘Title’ and ’15-
02-2015’ in field of ‘due date’,
Then click on “SHOW” button to view result in list panel.
o You can view all added documents by simply click on “SHOW”
without any filter.
o If you has a keyword but you don’t know the specific field then
enter that keywords in ‘Find in’ field and click on “FIND IN”
o To Edit any field(s) of document search that document, edit
required field and click on “Save” button. You can “Delete”,
“Download” and “Attach file” also.
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ORGANIZER:
On this page you can manage your Contacts, Events, Reminders with
SMS & e-mail facilities:
o User Profile: You can save here you personal information,
Contacts, Addresses, Family with reminders for you own. You
can save templates for SMS and email to be sent to your
contacts on particular date & time.
o Contacts: Click on respective button to Add, Edit or Delete
Contacts.You can set the date & time of the sms/email to be
send to your contact.
o Group: You can group the contacts according to your needs.
Click on respective button to Add, edit or Delete Group.
Contact will not delete of group by deleting of a Group.
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o Calendar: Click on respective button to Add, Edit or Delete
Event.
o Import/Export: You can save your contacts at any other
external place and send easily to other DocMan Users by this
facility. They can import directly in their DocMan software.
SMS WILL NOT BE DELIVERED ON DND MOBILES.
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SETUP:
On this page you can personalize your own settings:
o Master Setup: You can personalize you inputs fields as you
requirements:
You can Add/Edit/Delete Document Type (Folders) as you
requirement.
There are various inputs fields are provided in default, you
can Active/de-active them or can change their captions also
as your need.
Only Active inputs fields will be show at Capture & Search
page with your personalized caption/Name (if changed).
o Input Templates: Create/Set various ready templates with
required Input fields only, for routine documents. These
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templates will be show at Capture/Search pages to use/filter
input fields as set here in respective template.
o SMS/Email Templates: You can create/set various SMS/e-mail
ready templates here for use at Organizer during creation of
any Event/Reminder/Scheduling etc.
o Default Settings: Here you can set you default required
settings.
o Email Registration: mail registration is required to send emails
from organizer.
o Recycle Bin: You can view your deleted documents here with
option to Restore or Delete permanently from DocMan.
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EWI:
Earn Without Investment (EWI) Scheme provides you the platform
where you can earn extra income without investment and efforts, only
by inviting neighbors, friends, family and co-workers. You will get
payout for every member you join to DocMan. Payout will depend
upon the plan taken by your invitee and level at which it joins. The
payout table is given at www.docman.in
o Send Invitation: From here you can send invitation to friends
for join DocMan.
o Add New Member: From this page you can add new user
directly.
o Invitation Status: you can see here status of you send
invitations.
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o Request for Payout: Add you Bank details in which you wants
to credit your Earned Payout then enter amount and click at
“Submit Request’.
o Reports: Here you can generate various useful reports relates
to EWI.
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