Product information

The following presentations are online videos which will open in a new window.

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Advanced Features – Using translations

A scenario demonstrating how you could harness AutoDoc HSE to value add to its workhorse delivery features.¬† This example leverages some advanced techniques to seamlessly deliver a context-sensitive, personalised employee induction pack, just by printing a template welcome letter from Microsoft Word. The scenario uses features such as global variables, trimming variables, translations and translation wildcards, and HTML emails. How these features actually work is explained in the “Using translations”¬†guidance presentation.

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AutoDoc HSE Product Introduction

An overview of what AutoDoc HSE does, and how it can assist you.

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AutoDoc HSE – How does it work?

An explanation of how the system achieves context sensitive, automated delivery. This presentation refers to the “Corporate Bloom” presentation.

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Example usage – “Corporate Bloom”

A scenario demonstrating how AutoDoc HSE adds value to your existing setup, just by being “dropped in” with minimal implementation.

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Example usage – Mailback printer

A demonstration of how AutoDoc HSE can be configured to provide a PDF converter: any user prints a document to the AutoDoc HSE mailback printer, and email that user a PDF copy of the document.

Online Presentations

Please note that the instruction provided in these presentations is guidance only, and may not provide the most satisfactory outcome in your particular environment. While we endeavour to provide you with high quality, in-depth information, because of the wide variety of configurations supported by AutoDoc HSE, we recommend that (as with any new addition to an IT infrastructure) you test your setup with the product before using in a production environment.

Registering the free trial

A step-by-step guide to registering for the free, 30 day trial of AutoDoc HSE (to remove watermarks).

Installing AutoDoc HSE

A step-by-step downloading and installation guide. This presentation is targeted toward users unfamiliar with typical installation wizards.

Post-installation config

Easy to follow guide – initial configuration required for AutoDoc HSE to send emails, faxes, and communicate with network resources. Highly recommended for users using MAPI email.

Client Setup

Setting up AutoDoc HSE components for client in a client / server environment: includes security / permissions settings, and Client Viewer installation.

Quick Start Guide

A step-by-step video of the process in the Quick Start Guide. Printing, emailing, faxing, archiving delivery methods, basic config, and key features all explained.

Client Viewer – overview

A short introduction to what AutoDoc HSE client viewer is, and does: print-to-PDF, scan-to-PDF, user-specific settings and log views.

Client Viewer – PDF Printer

A detailed look at the client viewer log, settings, and the print-to-PDF functions.

Client Viewer – PDF Scanner

A detailed look at the scanner function (you may like to familiarise yourself with translations before tackling the latter part of this presentation – see the reference manual or the presentation on using translations below).

EXO integration overview

A brief overview of the steps required for getting the most out of AutoDoc HSE with MYOB software. More detail on these steps available in the other EXO integration videos.

EXO Initial Integration

A step-by-step guide to performing the initial integration required to optimise EXO for use with AutoDoc HSE. Targeted towards EXO system admins, this video includes making changes to the SQL EXO database, and the ‘extra fields’ functionality in EXO’s configuration module.

MYOB EXO Invoices

A step-by-step guide to configure EXO and AutoDoc HSE for automated invoice delivery. This video includes making changes to the EXO invoice form using EXO’s Clarity Report Designer, and making some invoice-specific configurations in AutoDoc HSE.

Translation Features

This video shows the configuration that produced the example in the Using Translations demonstration. Features translations, wildcards, HTML emails, extra PDF attachments, global variables, and variable trimming.