PDi DMS for Web Walk Through

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.     Twitter Facebook LinkedIn 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.    Twitter Facebook LinkedIn 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   Twitter Facebook LinkedIn 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