Each user wishing to logon to e4DM needs a user account record. For convenience, this record should match the network login. If a record is not found the user will be prompted to logon .
The user name. This should match the network login
The user's password for e4DM.
The user's password for Mobile Document Management
The user's in-tray .
For information purposes only: usually the full user name.
Choose the required email type.
Marks the user as an administrator. Only administrators can access the administration
If ticked the user name entered to logon to e4DM must match the windows network
Specifies that the login is for Softology's Safire workflow.
Allow Administration of other In-Trays
Chose the in-trays, other than the one chosen above, to which the user
Quality Control and Routing parameters may be defined for a user. They
may also be left blank.
Select the document type from the drop down box to quality control.
Returns always return to In-Tray
Select an in-tray from the drop down box. When a document is sent to the User's
in-tray they may be returned as accepted or rejected. By default, the document is
returned to the originator's in-tray unless an in-tray is specified here. The in-tray
specified will be sent all returns from this user for this document type.
Quality Controller In-Tray/Sample Rate For Creations
Select an in-tray from the drop down box and enter a quantity (e.g. 10 every tenth
document that this user creates for this document type will be sent to the selected
Quality Controller In-Tray/Sample Rate For Amendments
Select an in-tray from the drop down box and enter a quantity (e.g. 50 every fiftieth
document that this user amends for this document type will be sent to the selected
Creates a new user record in the e4DM database
Update the user record in the e4DM database
Delete the user record from the e4DM database
See Also Document Types,
Creating a User - fast track