JAVLN Officetech - OT5 User Guides

Below is a summary of the available user manuals for the JAVLN Officetech 5 desktop application. You can download the complete PDF for each manual to access detailed instructions, step-by-step guides, and screenshots.

JAVLN Officetech 5 - User Manual

This is the main, day-to-day guide for all users of the JAVLN Officetech 5 platform. It provides comprehensive instructions on core features, starting with initial login, security, and password management. The manual explains how to navigate the main interface using the ribbon system, how to save files directly from Microsoft applications (Word, Excel, Outlook, PowerPoint) and Adobe Reader, and how to use the JAVLN Officetech 5 ribbons that integrate with those programs. It also covers fundamental functions such as searching for documents, uploading files, and using templates.

The guide offers detailed sections on essential file management functions, including creating QuickNotes, managing Tasks, scanning documents, and using powerful PDF tools to split, merge, or edit files. You will find in-depth chapters dedicated to mastering the workflow Tasks module for assigning and tracking activities, as well as the advanced Search function for locating documents. The manual concludes with information on the Audit Trail and special integration instructions for users of INSIGHT and WinBEAT broker systems.

JAVLN Officetech 5 - Administration Manual

This manual is specifically intended for System Administrators responsible for the setup, configuration, and management of the JAVLN Officetech 5 system. It details the functions available in the Tools and Administration ribbons, which are critical for platform maintenance. Key topics include creating and managing the system's structure through Cabinet, Client, and Folder Maintenance, as well as managing users, groups, permissions, and security through modules like User & Group Maintenance, Password Management, Cabinet Access Control (CAC), and Intray Access Control (IAC).

Furthermore, this guide provides a complete walkthrough of the System Admin Wizard (SAW), which allows administrators to customise the system's default dropdown lists and options. This includes adding or editing file descriptions, subjects, naming conventions, PDF stamps, and the various categories, priorities, and statuses used within the Tasks module. The manual also covers the creation and management of Teams and advanced Task Templates, which are used to standardise workflows within your organisation.

JAVLN Officetech 5 - Mail & Email Merge Manual

This is a specialised guide for users who need to create and send bulk correspondence to clients and prospects through mail or email. The manual provides a complete, step-by-step process for using the Mail and Email Merge functions found in the main JAVLN Officetech 5 interface. It begins by explaining how to correctly create a merge template in Microsoft Word or Outlook, including how to insert the necessary merge fields that will be populated with client data.

Once a template is created, the manual details how to load it into the Merge Template Manager within JAVLN Officetech 5, create categories for organisation, and map the document fields to the correct data source fields from your database. The final sections walk you through the process of running a merge operation, which includes selecting your template, adding a list of clients (either individually or via a CSV import), and executing the merge. The guide concludes with important notes and troubleshooting tips to ensure your bulk communications are successful.