Navigating

Welcome Page

After logging on, the first page you see is called the Welcome or Home page. From here, you can navigate to any section of the DocuBreeze system. You can return to this page from anywhere in the system by clicking on the house icon in the upper left of every screen.

Hovering over the icons will reveal options available for that category. A few are shown above, even though you can only hover over one at a time.

Navigation Bar

The Navigation Bar on the left-hand side of any DocuBreeze page is used to move around the DocuBreeze system. Each link of the DocuBreeze navigation menu is discussed herein.

IMPORTANT: For optimal viewing of each DocuBreeze page and the Navigation Bar, you may want to set your browser text size to "medium" or lower.

• Collection: Establish resource points for DocuBreeze to search for stored files. Also used to establish groups of such points.
• Process: Establish new or edit existing processing rules for manipulating your files.
• Distribution: Establish destination points to which DocuBreeze will send your processed files. Also establish groups of such points.
• Tasks: Create a new Task (series of processes), QuickTask, or OP Task; or set dates, times and frequency for Tasks to be automatically executed by DocuBreeze.
• System Admin: Establish, edit and delete Devices, which are used as Collection and Distribution points, and set language, backup, and other application preferences.
• User Admin: Define and Edit DocuBreeze User attributes, establish user Groups and control user Roles and privileges.
• Tools: Provide system tools such as the Language Translator and Index Form creator.
• Search: Use the Search processor to find files/folders in DocuBreeze.
• Archive: Destination to which you may upload files for reference and sharing.

NOTE: Contents of the navigation menu may vary based on your User account permissions.

Inbox

The Inbox on the Schedule Viewer page is similar to an e-mail inbox, and contains messages specific to DocuBreeze. To open a message, click on its entry in the From, Type or Subject column, and the message will be displayed in a separate window.

To Delete the message, once opened, click Delete. Click on Close to close the message without removing it from your Inbox.

To view your Inbox only, go to the Welcome page and click on the Inbox icon. Viewing the Inbox only provides you with more viewing options, such as Sort Order and Filter. There is also an option to mark all the checkboxes to select all messages using the Toggle feature on the right side of the Inbox.

Filter. Click the Filter icon to open an Inbox Filter window.

Mark the Enable Filter checkbox to enable filtering on the messages in the Inbox. Once enabled, you can filter on one or more of the available options:
o To filter on a Date Range, identify both From and To Dates and Times.
o To filter on the source of the message, (from within DocuBreeze), mark the checkbox for the From column, and select the message source from the drop down menu.
o To filter on message Type, mark the checkbox and select the Type from the drop down list that best suits your needs.
o Filtering on Subject requires that you enter a keyword from a subject line.

After making your filtering selections, click Apply. Please note that you can narrow your Inbox list by applying multiple filters.

Inbox Sort Order.
DocuBreeze can sort the messages in your Inbox based on more than just the column headings. Click on the Sort icon to bring up a separate window with which you can Enable Sort Order. Once enabled, you can sort your Inbox based on priority. Select the type of inbox message you want listed first, then click on the up arrow to move it to the top. Select the message type you want listed second, third, etc., and click the up or down arrows until the sort order is the way you want it. Click Apply.

The Sort Order stays the way you set it, until you click the Sort icon again and apply new changes.

Quick Links Menu

The Quick Links in the upper right of the screen make some DocuBreeze functions available from wherever you are in the system. These include:

• Target: Link to your "Target Page" which is set in your User preferences.
• OP Task: Create a Task to run directly from the Konica Minolta MFP.
• QuickTask: Create and run a one-time-only Task.
• Search: Search for files or folders within DocuBreeze.
• Logout: Log off to stop using the DocuBreeze system.
• Help: View the Online Help.

NOTE: Menu contents may vary based on your permissions.

Home

Clicking the Home button will take you to the Home/Welcome page from wherever you are in the system.