Knowledge Base / Faqs

Category: Knowledge Base / Faqs

PDI Spirit FAQs and Knowledge Base

PDi DMS for Web Walk Through

PDi DMS web walk throughThis tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.

 

 

PDi DMS for Web Walk Through

June 11, 2020

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.     Read more

Install PDi DMS for Web

June 7, 2020

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff to search and view documents directly from your company PDi DMS system while out of the office.    Read more

Search PDiDMS Depository

March 5, 2019

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once a list of documents are located they are displayed in the grid and the document (image or PDF) is displayed below. Images can be adjusted… Read more

Assign Document to PDiDMS Depository

March 5, 2019

Documents can be scanned to the users assigning folder, or moved from another folder (useful if your scanner scans to a remote folder. Documents can also be retrieved from an FTP site or from your cloud storage, we currently support DropBox, GoogleDrive, OneDrive and HDrive. Documents in the assigning folder… Read more

Mantain PDiDMS Depository

March 5, 2019

Depositories created can be maintained at any time to add new fields, change settings and remove fields. Depositories can be completely removed using this function as well as just turned off, so that they are no longer available   Read more

Create PDiDMS Depository

March 4, 2019

PDiDMS allows you to create depositories to hold your scanned or retrieved documents. You can define as many or as few fields as required setting the field types and field sizes, if the field is required and whether it is linked to a user-definable look up table. Once the required… Read more

Install PDi DMS for Web

PDi DMS web Installation / Setup

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff to search and view documents directly from your company PDi DMS system while out of the office. 

 

PDi DMS for Web Walk Through

June 11, 2020

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.     Read more

Install PDi DMS for Web

June 7, 2020

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff to search and view documents directly from your company PDi DMS system while out of the office.    Read more

Search PDiDMS Depository

March 5, 2019

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once a list of documents are located they are displayed in the grid and the document (image or PDF) is displayed below. Images can be adjusted… Read more

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository.

Once a list of documents are located they are displayed in the grid and the document (image or PDF) is displayed below. Images can be adjusted and resaved if required. All images or PDFs can also be queued for emailing or uploading to your cloud storage service.

PDi DMS for Web Walk Through

June 11, 2020

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.… Read more

Install PDi DMS for Web

June 7, 2020

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff… Read more

The New Normal

May 31, 2020

There has been a lot of new words banded around over the last couple of months. One of those is “The New Normal”. How is… Read more

Assign Document to PDiDMS Depository

Documents can be scanned to the users assigning folder, or moved from another folder (useful if your scanner scans to a remote folder. Documents can also be retrieved from an FTP site or from your cloud storage, we currently support DropBox, GoogleDrive, OneDrive and HDrive.

Documents in the assigning folder can be deleted or moved to another user for assigning. TIF files can also be combined in to a single multipage image.

Select a document and depository to assign to, the fields linked to that depository will be displayed, captured and assign the document to the depository. All documents (images, PDFs) will be encrypt, so that they can only be viewed within the PDiDMS application.

 

PDi DMS for Web Walk Through

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.… Read more

Install PDi DMS for Web

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff… Read more

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once… Read more

Mantain PDiDMS Depository

Maintain PDiDMS DepositoryDepositories created can be maintained at any time to add new fields, change settings and remove fields.

Depositories can be completely removed using this function as well as just turned off, so that they are no longer available

 

PDi DMS for Web Walk Through

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.… Read more

Install PDi DMS for Web

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff… Read more

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once… Read more

Create PDiDMS Depository

PDiDMS allows you to create depositories to hold your scanned or retrieved documents. You can define as many or as few fields as required setting the field types and field sizes, if the field is required and whether it is linked to a user-definable look up table.

Once the required fields have been created, the depository can be created at any time you the depository can be edited to add or remove fields.

 

PDi DMS for Web Walk Through

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.… Read more

Install PDi DMS for Web

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff… Read more

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once… Read more

Create PDi DMS database

PDi DMS for Web Walk Through

This tutorial will walk you through the PDi DMS for the web using a standard browser as well as the difference on the mobile platform.… Read more

Install PDi DMS for Web

This tutorial will guide you through the process of installing and setting up PDi DMS for the Web. This companion product will allow your staff… Read more

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once… Read more

PDi CRM Slack Integration

PDi CRM Slack Integration

PDi CRM Slack IntegrationPDi CRM has built-in Slack integration, that allows for the transferring of Task/Activity messages to a selected channel.

Slack.com is a cloud-based message system, that allows for the creating of public and private channels. Members can then be assigned to each channel.

Messages sent to a slack channel, can be accessed via a web browser or using the mobile application supplied by Slack. Members can then receive alerts, messages and action them while they are out of the office.

View the screen cast below for a brief guide to the available functions

PDi CRM Reports

PDi CRM comes with a number of standard reports, from mailing labels to budget reports for customers by product.

All the reports can be customised to fit your companies specific requirements. In addition to the standard reports, PDi CRM comes with a built-in forms designer that allows for the modification of the existing reports and creation of your own user reports.

User defined reports can be added to the user report menu / report desktop  module within PDi CRM. The defined reports can be global to all users or set to individual reports. Reports can also be scheduled to run at a certain time.

View the screen cast below to see a few examples of the built-in and user reports