Imagine giving your team access to project management functionality all from within Microsoft Outlook - with DocMinder®Embedded, you can do just that.
DocMinder®Embedded is a project management solution with an innovative approach that simplifies project planning and project completion.
If you cannot see the DocMinder®Embedded toolbar-tab in Outlook; please contact your Administrator.
To create a new assignment from Embedded; follow the steps outlined below.
From your inbox; click on the DocMinder® tab.
Select the New icon to create a new task assignment.
From your web-browser, the Create New Assignment page displays.
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Choose a template from the Select Template dropdown list. |
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Type the Recipient's Email/Name in the To: textbox and select the Recipient from the auto-complete list. |
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Type in a Subject line for the Embedded Assignment. |
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Click the Due Date calendar icon to select a date from the pop-out calendar. |
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Add information about the Embedded Assignment into the Notes textbox. |
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Click the Notifications calendar icon to select a date from the pop-out calendar. |
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Click the Add button after selecting a Notification Pattern. |
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The Pattern dropdown displays options to select how often are notifications sent for the Embedded Assignment. (e.g., daily, weekly, monthly, quarterly and yearly). |
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The Email Pattern displays the type of Pattern selected for the Embedded Assignment. |
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The Save button keeps changes made to the Embedded Assignment. |
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The Clear button discards any changes made to the Embedded Assignment. |
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Click the Add File link to add documents to the Embedded Assignment. |
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The Table displays Documents attached to the Embedded Assignment. |
DocMinder® Embedded Reporting allows you to quickly view data for assignments created with Embedded.
Embedded Reporting gives you a flexible approach to generate reports with the ability to drill-down and view the Progress Page, Workflow and related steps.
To access Embedded Reporting; follow the steps outlined below.
From your inbox; click on the DocMinder® tab.
Select the Report icon to view Embedded Reporting.
From your web-browser, the Embedded Report page displays.
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Click the Pending radio-button to view all pending assignments. |
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Click the Completed radio-button to view all completed assignments. |
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Click the Both radio-button to view all pending and completed assignments. |
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Click the DocMinder® Home link to view your Homepage. |
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Displays the Subject line of the Embedded Assignment. |
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Displays who is assigned To the Embedded Assignment. |
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Displays the Due Date of the Embedded Assignment. |
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Displays the Status of the Embedded Assignment. |
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Displays the Embedded Assignment's DocMinder® ID. The ID is a button that opens the Full WebClient allowing you to edit assignment. |
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The Review button opens the Embedded Create Assignment Page. |
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The Workflow button opens the Assignment's Workflow Status Page. The Workflow Status Page displays the workflow (and related workflow steps) that the Assignment is part of. |
When a workflow is in progress, you can use the Workflow Status page to monitor the progress of the workflow.
To access Workflow Status page; follow the steps outlined below.
From the Embedded Report click the Workflow button in the Workflow column.
The Workflow Status page will display in a new browser tab.
The Workflow Status page displays the selected workflow. The workflow can either be in-process or completed.
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Displays the Workflow Title or the name of your workflow. |
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The ID identifies a specific instance (e.g., task) in a workflow. |
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The To column displays who is assigned to this workflow instance. |
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The Due Date column displays the due-date for this workflow instance. |
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The Description/Subject column describes the workflow instance. |
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The Status column displays the current status of the workflow instance.
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The Complete Date column displays the date the workflow instance was completed. If the completed date color is RED; it was completed past the assigned due-date. |
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The Post Progress column includes a button that links to the Progress Page. |
The DocMinder® Embedded Calendar will keep track of work items to give you a visual idea of what you're doing and when.
The Embedded Calendar gives you a Day, Week, Month and Timeline view of what's happening.
To access the Embedded Calendar; follow the steps outlined below.
From your inbox; click on the DocMinder® tab.
Select the Calendar icon to view the Embedded Calendar.
From your web-browser, the Embedded Calendar page displays.
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Click the DocMinder® Calendar link to view the full WebClient Calendar. |
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Click the DocMinder® Home link to view your Homepage. |
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Click the My Assignments radio button to view Your assignments. |
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Click the All Assignments radio button to view All assignments. |
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Click the Pending radio button to view assignments that are currently Pending. |
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Click the Completed radio button to view assignments that are currently Completed. |
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Click the Both radio button to view both Pending and Completed assignments. |
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Click the Left Arrow to view the Previous month. Click the Right Arrow to view the Next month. |
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Click the Down Arrow to open the date-picker to select a specific month. |
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Click to view your calendar in a Day view. |
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Click to view your calendar in a Week view. |
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Click to view your calendar in a Month view. |
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Click to view your calendar in a Timeline view. |
To view your calendar by Day View; click Day.
To view your calendar by Week View; click Week.
To view your calendar by Timeline View; click Timeline.
