Purpose and Assumptions

This Appendix reference material is provided as a supplement to the DocuPhase User Interface (UI) Advanced User Manual which provides information to:

§ Administrator Users to prepare them to install, configure, maintain users/groups, permissions, use and test the DocuPhase Platform installed solutions.

§ Designer Users to prepare them to define applications and configure features needed for the data management operations and workflow as well as integrated features such as iForms, Analytics, mCapture, ScanDox and iRetention.

§ End-Users to prepare them to use the DocuPhase browser-based UI to search, index and process documents in DocuPhase as well as utilize Forms, Analytics and manage their preferences.

§ Supervisors/Managers to prepare them to use the DocuPhase UI as end-users as well as to provide oversight and management of content and business processes within their authorized scope as well as access to content, reporting, advanced analytics; plus monitoring and control over the work being performed by individuals under their authority.

 

The Appendices are included and available for your convenient reference as a separate complementary manual to the DocuPhase Advanced User Manual.

Typically, most reader’s use of this material will be done via the integrated DocuPhase Online Help System, available from components within the DocuPhase Platform, where they can find the information they need – at the moment it is needed – via its Contents, Index and Search as well as its Context-Sensitive Help features as well as its PDF download capabilities for individual documents.