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MAGIQ Documents
MAGIQ Documents
Introduction
Getting Started
Getting Started
Getting Started - A Quick Guide
Basic Concepts
How to access MAGIQ Documents
How to Login
The Work Area
Selecting columns to view
The Menu System
The Menu System
Introduction
New Menu
Edit Menu
Tools Menu
Advanced Menu
View Menu
Link To
Modules
Filter Menu
Custom Menus
Action menu
Working with Documents
Working with Documents
Introduction
Viewing Documents
Editing documents
Checking in documents
Checking out documents
How to create documents
Creating documents
Creating documents
How to create documents
Creating documents using WebDAV
Creating documents with Zip Uploads
Creating documents with Form Templates
Version control
Publishing
Document Types
Document Types
Overivew
Bulk Change Document Types
Deleting documents
Deleting documents
Overview
Recovering deleted documents
Archiving documents
Completing documents
Copying and moving documents
Classifying and de-classifying documents
Tagging documents
Document properties
Document properties
Overview
Menu Items
Tasks and Workflows
Distributing and sending documents
Document comments
Document keywords
Document associations
Shortcuts
URLs
E-mail documents
Document ownership
Document thumbnails
Download Queue
In place Activation
Periodic (ISO) Reviews
Upload Document
Document expirations
Audit Log Document
Working with Folders
Working with Folders
Introduction
Viewing folders
Creating folders
Deleting folders
Folder rules
Folder rules
Overview
Folder rules example
Folder properties
Folder properties
Overview
Folder properties menu
Compacting folders
Moving folders
Audit Log
Folder view styles
Folder statistics
Automatic prompts
Folder ownership
Working with Form templates
Working with Form templates
Introduction
Creating form templates
Deleting form templates
Creating documents with Form Templates
Usage scenarios
Form rendering options
Portals
Portals
Introduction
How to create portals
Designing portals
Portal gadgets
Portal Administrators
Examples and usage scenarios
Customizing Portals - Personalization
Configuring Gadgets
Search & Categories
Search & Categories
Searching
Searching
Overview
Quick Search
Content Search
Advanced Search
Search fields
Searching with Saved Searches
Searching with Custom Properties
Ignored Keywords
Creating Saved Searches
Editing or deleting saved searches
Categories
Categories
Overview
Creating Categories
Editing Categories
Deleting Categories
Category Administration
Personal Dashboard
Personal Dashboard
Introduction
My Documents
My Subscriptions
My Checked Out Documents
My Favorites
Download Queue
Recovering deleted documents
My Profile
Recent Documents
Feedback
Log out
Custom Property Sets
Custom Property Sets
Introduction
Creating Custom Property Sets
Adding fields
Editing Custom Property Sets
Delete Custom Property Sets
Applying Custom Property Sets
Searching with Custom Properties
Usage scenarios
Archiving
Archiving
Introduction
Archiving libraries
Archiving documents
Document Libraries
Document Libraries
Introduction
Library menu
Creating Libraries
Deleting Libraries
Archiving libraries
Library Members
Library Members
Overview
Adding Library Members
Library Usage Scenarios
Library Policies
Library Policies
Overview
Library Policy Definitions
Library Policies for a standard Library
Library Policies for a workspace Library
Tasks
Tasks
Introduction
How to create tasks
Create Tasks screen definitions
My tasks
Task filtering
How to complete tasks
Redirecting tasks to other users
Open Task Screen
Workflows
Workflows
Introduction
How to create a Workflow Definition
How to create a Workflow Definition
Overview
Menu options
Workflow Types
Submitting documents to Workflow
Usage Scenarios
Moving workflows and tasks
Workflow Reports
WebDAV
WebDAV
Introduction
Setting up WebDAV
Using MAGIQ Documents WebDAV
Favourites
Favourites
Introduction
Subscriptions
Subscriptions
Introduction
Subscribers
Subscribing
Subscription Events
Unsubscribing
Notifications and email
Notifications and email
Introduction
Distributing and sending documents
Subscription Notifications
Task Notifications
Comment Notifications
Security
Security
Introduction
User Authentication
Document Security
Folder Security
Inheritance
Auditing Logins
Security Scenarios
Retention and Disposal
Retention and Disposal
Introduction
Document Retention
Folder Retention
Disposition
Freeze Documents or Folders
Transfer to Agency
Retention and Disposition Schedules
Retention and Disposition Schedules
Overview
Schedule Information
Bulk Load Schedules
Additional Modules & Add-ins
Additional Modules & Add-ins
Introduction
Auto Reply
EasyForms
E-mail Scanner
Foundation
Hot Folders
Import Export Tool
In-Tray / My Tasks
Navigator
Office Connectors
Publishing Portal
Reporting
Retention and Disposal Schedule Load Utility
Workbench
Administrative Functions and Tasks
Administrative Functions and Tasks
Introduction
Authentication and Password Policies
Introduction
Document List - Column Settings
Document Types
E-mail and Notifications
Flush Cache and Application settings
General Application Settings
License Manager
Logs and Reports (Control Panel)
Managing Document Tags
MIME Types
Server Status
System Recycle Bin
User Authentication
User Synchronization with LDAP
Warehouse Status
Workflow Reports
Users and user Management
Users and user Management
Introduction
Adding Users
Users Profile
User Synchronization with LDAP
Deleting Users
User Groups
Local User Groups
Transferring ownership
Roles - Administrators
Roles - Audit Managers
Roles - Policy Managers
Roles - R & D Managers
Roles - User Managers
Roles - Library Managers
Portal Administrators
Category Administration
Reporting
Reporting
Reporting
Cloud
Cloud
Overview
Dashboard
Analytics
Analytics
Overview
Navigation Tree
Databrowser
Fields
Charts
Cloud Standard Reports
On Premise
On Premise
On Premise Standard Reports
User Guides
User Guides
Introduction
AutoReply
AutoReply
Auto Reply
Create Templates
Generate Letters
Configuration
Troubleshooting
EasyForms
EasyForms
EasyForms
Getting Started
Creating Documents
Creating Documents
Creating a Document with Prompt for Other Actions
Creating a Document without Prompting for Other Actions
Editing a Document
Administration
Configuration / Setup of EasyForms
Troubleshooting
Email Scanner
Email Scanner
E-mail Scanner
Hot Folders
Hot Folders
Hot Folders
Import Export Tool
Import Export Tool
Import Export Tool
Setup
In-Tray
In-Tray
In-Tray / My Tasks
Overview
Overview
Screen Overview
In-Tray Header
Filters
Document/Task Pane
Viewing Pane
Task-menu
Bulk Actions
Delegations
Projects
Complete tasks
Create Associated Task
Postpone Tasks
Reassign Tasks
LDAP
LDAP
LDAP Authentication
LDAP Synchronization Manager
Navigator
Navigator
Navigator
Office Connectors
Office Connectors
Introduction
Application Preference Settings
Connector Panel
Connector Panel
Document Tab
Library Tab
Metadata Tab
Version Save Tab
Outlook
Outlook
Overview
Attach Document
How to Register
Word or Excel
Word or Excel
Overview
Panel Options
Panel Options
Save Current Document to MAGIQ
Create New Documents from Template
Open Document from MAGIQ
Open Local Checked-out Document
Troubleshooting
Installation
Installation
Installation (Manual)
Installation via Group Policy
Publishing Portal
Publishing Portal
Publishing Portal
My Facilities
Publications
News
Search
My Account
Administration
Administration
Overview
Manage Categories
Manage Organisations
Manage Users
Manage Roles
System Logs
Notifications
Reading Documents
Trouble Shooting
Render to PDF
Render to PDF
Introduction
Retention and Disposal
Retention and Disposal
Getting Started
Bulk Loading Schedules
Bulk Loading Schedules
Bulk Load of Schedules
Bulk Load Schedules
Workbench
Workbench
Workbench
Launching the Workbench
Registering Documents
Registering Documents
Overview
Additional features
Foundation Settings
How To Guides
How To Guides
Introduction
Creating a service request
Deleting vs Transfer ownership
Documents unable to be scanned
Reports
Reports
Cloud
Cloud
How to Generate Reports (examples)
On Premise Standard Reports
On Premise Standard Reports
Document/Folder Reports
Document/Folder Reports
BoxNumberDetails_01
BoxNumberDetails_02
BoxNumberDetails_03
CorrespondenceDetails_01
CorrespondenceDetails_02
CorrespondenceDetails_03
DocumentDetails_01
DocumentDetails_02
DocumentDetails_03
FolderDetails_01
FolderDetails_02
FolderDetails_03
FolderDetails_04
FolderDetails_05
Administration Statistical Reports
Administration Statistical Reports
Correspondent Reports
Correspondent Reports
Correspondent ListingXLS
Document Reports
Document Reports
Audit Document Creates XLS
Audit Document Disposition XLS
Audit Document Owners XLS
Audit Document Retention XLS
Audit Document Security XLS
Audit Document Type Changes XLS
Audit Documents Accessed XLS
Audit Documents Changed XLS
Audit Documents Checked in XLS
Audit Documents Checked out XLS
Audit Documents Deleted XLS
Audit Documents Generic XLS
Audit Documents Moved XLS
Audit Documents Renamed XLS
Completed Response Times For Organisation
Completed Task Timeframes
Daily Correspondence
Daily Correspondence Today using Date Received
Daily Correspondence using Publication Date
Deleted Documents
DocPathLengths-ExcelXLS
DocPathLengths-ExcelXLS
DocsPerFolder
DocsWithNoExtension
DocTypeStatsByLibraryCreatedLast7Days
DocTypeStatsByRange
Document Expirations
Document Resubmits
Document-DateRegisteredRangePerBox
DocumentRegister
Documents AccessedXLS
Documents Changed
Documents Owned by a Deleted User
Documents Read
Documents Unpublished
Documents(emails)RegisterStatsByDepartment
Documents(emails)RegisterStatsByUser
DocumentsRegisterStatsByDepartment
DocumentsRegisterStatsByUser
DocumentTypeStats
DocumentTypeStatsByDepartment
DocumentTypeStatsByUser
FinancialYearStats
FinancialYearStatsbyDepartment
InfoXpertAudit
YearlyStats
YearlyStatsbyDepartment
Task Reports
Task Reports
All_TaskandWorkflowStatsWithDepartmentXLS
MyTasks
TaskandWorkflowStats
TaskandWorkflowStatsWithDepartment
TasksRedirected
TasksUserOverdueDesc
TaskUserOverdueDocs
TaskUserTotalsByRange
TasksUserTotalsLast31Days
TaskUserOverduebyDepartment
WorfklowDefinitions
Folder Reports
Folder Reports
Audit Folder Classification XLS
Audit Folder Creates XLS
Audit Folder Owners XLS
Audit Folder Security XLS
Audit Folders Deleted XLS
Audit Folders Moved XLS
Audit Folders Renamed XLS
Audit Folder Rule Changes XLS
Deleted Folders
Empty Folders
Retention and Disposal Reports
Retention and Disposal Reports
NZ_Retention-Document RetentionsXLS_sql
Retention and Disposal ScheduleXLS
Retention-Documents Ready for TransferXLS_sql
Retention-Document RetentionsXLS_sql
Retention-Documents TransferredXLS_sql
Retention-Documents with No RetentionXLS_sql
Retention-Folder RetentionsXLS
Retention-Frozen DocumentsXLS_sql
Retention-Folders with No RetentionsXLS
Retention-Frozen FoldersXLS
Service Request Reports
Service Request Reports
AllRequestsRegister_sql
OverdueSRs_sql
SR TaskandWorkflowStats
SR TaskandWorkflowStatswithDepartment
SR YearlyStatsXLS
SRbyTypes_sql
SRs CompletedTaskTimeframes_sql
User Reports
User Reports
User Groups and Members
User List and Groups
User Listing Brief
User Lists
Folder Security Report
Office Connectors
Office Connectors
Create a new document from template
Open a document for editing
Open a document for reading
Open a document to create a new document
To use the Local Checked-out Documents folder
Publishing Documents
Searching cheat sheet
Tidying the Correspondent Lookup
Release Notes
Release Notes
Current Release Notes
Current Release Notes
8.9.0.21
8.9.0.19 and 20
8.9.0.18
8.9.0.17
8.9.0.16
8.9.0.15
8.9.0.14
8.9.0.11
8.9.0.10
8.9.0.9
8.9.0.7
8.9.0.6
8.9.0.0
Previous Release Notes
Previous Release Notes
8.8
8.8
8.6.451
8.6.381
Future Enhancements
Known Issues & KBs
Known Issues & KBs
Known Issues
Known Issues
MAGIQ Documents Core
Microsoft - Upload Failed Error
Navigator
Workbench
Knowledge Base Articles
Knowledge Base Articles
Database Connectivity
Database Connectivity
Database Connectivity Error
Invalid Database
MySQL backslash enconding
MySQL error when MySQL Settings are not configured properly
Not a version 8 database
Version information cannot be found
Document Warehouse
Document Warehouse
Cannot create sub folders in warehouse path
Cannot create warehouse path in the warehouse
Cannot delete file from warehoue path
Cannot delete folder from warehouse
Cannot read file from warehouse path
Document not found in warehouse
Document info XML not found
Document metadata file not found in warehouse
Error occurred while writing a file to the warehouse
Tag definitions file not found
Warehouse configuration file not found
Warehouse file not found
Warehouse file / folder permission error
Warehouse path already exists
Warehouse path not found
Warehouse unauthorised access exception
Installation/Application
Installation/Application
Application path cannot be found
Cannot connect to support site
DSN file cannot be found
Error reading resource files
Error 404.2 after live update
Error 404.17 after live update
External authentication authority error
Invalid portal name
IO operation failed
Mime Type definitions not found
MS Index catalog creation fails
MS Office - Missing CDO DLL
PDF conversion failure
PDF cover page creation failure
Portals directory not found
String resources directory not found
String resource files not found
License File
License File
Expired support subscription
License file invalid
License file not found
Licensed user count exceeded
No support subscription license
Searching
Searching
Invalid Search - Service is not running/No Catalog
Custom Property not found
SMTP Issues
SMTP Issues
Relaying problems
Temporary Directory
Temporary Directory
Cannot create file in temp directory
Cannot delete file in temp directory
Cannot delete folder from temp directory
Cannot read file from temp directory
Temp directory not found
Downloads
Downloads
Client Applications
MAGIQ Mobile
MAGIQ Mobile
Overview
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