About the Manual

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SDMSThe SDMS User Manual provides both general and conceptual information and specific examples about how to use SDMS in your business.

The introduction discusses the advantages, capabilities, and functions available when using SDMS.
The next section in the manual provides general information about using the SDMS Administration Tools that you can reference by opening the SDMS Admin application tabs.
Subsequent sections provide information about how the different SDMS applications can be used to manage your document library. These are Loading Files into SDMS, Using Incoming Queue, Managing Documents, and Executing Workflow Tasks (My Tasks).
Next this manual describes the SDMS add-ins that enable its integration with Microsoft Office applications such as Microsoft Word, Excel, and Outlook (versions 2003 or later).
The Designing Document Templates section emphasizes the training process in which the user defines templates that allow the system to process documents automatically.