How To – A step by step Guide

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2

User Id & Password Details

User Id & Password DetailsLogin Screen

Click Register Now to sign up

Click Register Now to sign up

Registration/Login Screen

3

Furnish the Company NameFurnish the Company Name

Select Omni DocsSelect Omni Docs

Furnish Company Details

Furnish Company Details

This first User will have admin rights and can create four Users

This first User will have admin rights and can create four Users

Company Registration Screen

4

Furnish your Contact Details

Browse the Company logo to be displayed on the login

Screen

Browse the Company logo to be displayed on the login

Screen

Company Registration Screen

5

Four Users can be created by AdministratorFour Users can be created by Administrator

Furnish First Name, Last Name and Email ID of the Users to be created Furnish First Name, Last Name and Email ID of the Users to be created

Trial User Creation Screen

Process After Registration

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Login Screen

7

Omni Docs - Repository

8

Folder Hierarchy Folder Hierarchy

Documents are stored in Document Management System

Documents are stored in Document Management System

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OmniDocs - Search

Select Search Criteria

Select Search Criteria

Select Data Class Select Data Class

Search Result Search Result

Save Search Criteria for Frequent Usage

Save Search Criteria for Frequent Usage

10

Omni Docs- Annotation

Newgen Document ViewerNewgen Document Viewer

Notes Sections for adding some important note with

the document

Notes Sections for adding some important note with

the document

Annotations operated on DocumentAnnotations operated on Document

Details of Document which includes dataclass details

Details of Document which includes dataclass details

Document Checked Document Checked Operations for Document Operations for Document

Operations on Documents

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PROPERTIES OF THE DOCUMENT INCLUDING DATACLASS DETAILS

PROPERTIES OF THE DOCUMENT INCLUDING DATACLASS DETAILS

MOVING DOCUMENTS TO ONE FOLDER TO ANOTHER FOLDER

MOVING DOCUMENTS TO ONE FOLDER TO ANOTHER FOLDER

CHECKING THE DOCUMENT AFTER DOING OPERATIONS ON IT

CHECKING THE DOCUMENT AFTER DOING OPERATIONS ON IT

VERSIONING OF ELECTRONIC DOCUMENTSVERSIONING OF ELECTRONIC DOCUMENTS

SHARING OF THE DOCUMENTSHARING OF THE DOCUMENT

DOWNLOADING THE DOCUMENT FROM OMNIDOCSDOWNLOADING THE DOCUMENT FROM OMNIDOCS

PRINTING & LINKING OF THE DOCUMENT PRINTING & LINKING OF THE DOCUMENT

MAKING DUPLICATE COPY & AUDIT LOG OF THE DOCMAKING DUPLICATE COPY & AUDIT LOG OF THE DOC

ALARMS & REMINDERS ALARMS & REMINDERS

Operations On Document- Check Out /Check In

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Tick Mark on Document is showing that document is used by some user and no other user can access this document

Tick Mark on Document is showing that document is used by some user and no other user can access this document

CHECK OUT & CHECK IN OPERATION ON DOCUMENT

Operations On Document- Versioning

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VERSIONING OF THE DOCUMENT

Operations On Document- Audit Log

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AUDIT LOG OF THE DOCUMENT

Who did what and when Who did what and when

Thank YouPlease contact for any query

helpdesk@newgen.co.in