| KIXZO: A BASIC OVERVIEW (100 LEVEL-Getting Started Quickly) |
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| The 100 series level is aimed at providing a basic overview of KIXZO and how to get started. At the end of this series you will have the ability to create users and groups, organize data , search for information, fax and email files, archive and monitor user activity. |
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| Setting Up Database on a Server: Establish the KIXZO database and client machines using a shared folder network. |
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| Installing the Client Version: Learn how to install KIXZO on the other computers in your office that will NOT contain the database found on the server. These are the called the "client computers". |
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| Establishing Users and Groups: Reviews how to setup users and groups. |
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| Assigning Rights: Learn how to assign rights to groups. |
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| Setting Up Folder Structures: Create Drawers, Binders, Folders and Subfolders. |
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| Autosensing: Allows you to establish folders outside of KIXZO (such as on your desktop) where you can place documents (such as scanning directly to that folder) and have KIXZO automatically grab them and place them into a drawer binder or folder within KIXZO. |
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| Transferring Data: Instructions on how to input electronic and paper documentation using scanners and the browsing and importing. |
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| Setting Up Drawer, Binder and Folder Restrictions: Learn how setup restrict specific folders to specific groups of users by using passwords and classification levels. |
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| Locate Data via Searching: Using the search feature to quickly locate the document(s) you need. |
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| Tracking User Activity: Run a detailed audit report to know who is doing what, when and where. |
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| Fax and Email Information: Learn how easy it is to email documents using with or without Outlook. Send and receive a fax. |
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| Archive Documents for Automatic Deletion: Using cold storage you will know how to easily move documents into an archival system that automatically deletes them at the time you want. |
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| Using the Help Menu's and Online Knowledge Base: Learn how to search for answers using the Help Menu within KIXZO and the Online Knowledge Base located on the website. |
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| Changing a Database: Learn how to Change a Database. |
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| KIXZO: A INTERMEDIATE OVERVIEW (200 level-SEMI PRO LEVEL) |
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| The 200 series level is aimed at providing a more advance understanding of KIXZO and how to use some of the intermediate level features. At the end of this series you will have the ability to quickly move large amounts of information into the system, establish Indexing fields with dropdown word list, create folders in large quantities switch databases, and protect data with automatic backup. |
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| Import Documents Automatically Using Autosensing Folders: Learn how to create and activate Autosensing folders to quickly import large volumes of documents and records automatically. |
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| Establish Indexing and Dropdown Word List: Understand how to create Indexing fields to categorize documents and records. Assign these indexing fields to drawers, binders and folders and create word list to use as drop down list in the indexing fields. |
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| Switch Databases: This video reveals how to create multiple databases and switching between the databases. |
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| Automatically Backup Data: Know how to protect your information from disaster by having your information backed up automatically using the autoback up benefit. |
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| Replicate Thousands of Folders Automatically: Learn how to quickly create large volumes of binders and folders with ease using the folder replication benefit. This illustrates how to remove the intensive manual labor of creating folders and subfolders. |
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| Using Workflows: Learn how to create workflows to route information amongst employee and how to track the progress of the workflow. |
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| KIXZO: AN EXPERT OVERVIEW (300-400 level-PROFESSIONAL LEVEL) |
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| The 300-400 series level is aimed at providing an expert understanding of KIXZO and how to use the advance levels to drive down your organization's operational costs. At the end of this series you will have the ability to process very large quantities of documents into the system, route documents between users quickly move large amounts of information into the system, establish Indexing fields with dropdown word list, create electronic forms from paper forms, switch databases, setup meetings, establish alerts and more. |
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| Alerts: Learn how to automatically notify employees using alerts on changes made to documents, information moved from one location to another, when backups occurred, documents deleted, autosensed and faxes received. |
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| Convert Paper Forms to Electronic Forms: Understand how to convert paper forms to electronic forms and how to fill in these forms for easy storage and retrieval. |
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| Calendar: Reviews how to use the calendar to setup appointments, meeting times and more. |
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| Sort Documents using SORTVIEW: Learn how to scan or browse in documents and use the SORT VIEW on how to rearrange, group and delete individual pages from the scanned or browsed documents. |
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| Monitor and Control Deleted Documents: Learn how to prevent users from deleting documents but how to recover documents that are deleted by users with the authority. |
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| Move Information from One User to Another: Learn how to remove a document from one users inbox and move it to another or back into the original location. |
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| Merge Files: Learn how to scan or browse in documents and then merge them into one file. |
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| Convert TIF Files to Searchable PDF Files: Learn how to convert your TIF documents to searchable PDF files. This enables the searching of words embedded within the document. |
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| Automatically Index Paper Documents: Learn how to use the AutoBatching add-on to quickly index and import thousands of paper documents. |
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| Indexing at the Drawer, Binder and Folder Level: Learn how to create, and search for information by using indexing at the drawer, binder and folder level. Enables you to locate entire drawers of information instead of single documents. |
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