JAVLN Officetech - OT3 User Guides

Below is a summary of the available user manuals for the JAVLN Officetech 3 desktop application. You can download the complete PDF for each manual to access detailed instructions, step-by-step guides, and screenshots.

JAVLN Officetech 3 - User Manual

This is the primary guide for all day-to-day users of the JAVLN Officetech 3 platform. It covers the fundamental features and operations, starting with how to log in and change your password. The manual details the main user interface, including the menu bar, toolbar functions, and various views such as Cabinet View, In-Tray View, and the File List View. It provides step-by-step instructions for saving documents into the system from Microsoft Office (Word, Excel, Outlook) and Adobe Reader, and explains how to use features like Favourites for quick access to frequently used folders.

The guide also provides in-depth instructions for core document and workflow management functions. This includes creating and managing QuickNotes, scanning documents directly into the system, and utilising a suite of PDF tools for splitting and merging files. You will find comprehensive chapters dedicated to using the integrated Tasks module for creating, assigning, and tracking work, as well as the advanced Search function for finding files using various filters. The manual concludes with appendices that provide specific guidance on using the Mail Merge and Email Merge features

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JAVLN Officetech 3 - Administration Manual

This manual is a comprehensive guide intended for System Administrators who are responsible for configuring, managing, and maintaining the JAVLN Officetech 3 system. It covers all administrative functions available through the Tools Menu, including Folder Maintenance for managing non-client folders, Client Maintenance for handling client records, and Cabinet Maintenance for organising the high-level structure of the document system. The guide provides detailed instructions on creating, editing, and deleting users via User Maintenance, and managing system-wide templates through Template Maintenance.

A significant portion of the manual is dedicated to advanced security and customisation features. This includes managing user access to specific cabinets through Cabinet Access Control (CAC) and controlling permissions for user in-trays. The guide also offers a complete walkthrough of the System Admin Wizard (SAW), which enables administrators to customise the default dropdown lists used throughout the application, such as file descriptions, subjects, naming conventions, and options within the Tasks module

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JAVLN Officetech 3 - Mail & Email Merge Manual

This is a focused, function-specific guide for any user needing to send bulk communications, such as letters or emails, to a list of clients. The manual explains the entire process from start to finish, beginning with how to create a mail merge template in Microsoft Word. It provides clear, step-by-step instructions on how to insert merge fields into your document, which act as placeholders for client data like names and addresses, and how to properly save the file as a template.

Once a template is created, the guide details how to load it into the Mail Merge Template Manager in JAVLN Officetech 3. This includes creating categories for organisation, mapping the document's merge fields to the correct data source in your database, and applying default naming conventions for the output files. Finally, the manual walks you through executing the merge operation by selecting your template, adding a list of clients, and running the process to generate the final documents or emails

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