Frequently Asked Questions

You will need to log in and then connect to the cabinet.

Absolutely, EDi is no ordinary Document Management System. Besides storing your existing documents, EDi allows you to create new documents on the fly without leaving your environment.

For more detail watch the video Creating And Importing Documents to EDi v2.0

How can I add a document to a record?

You can add the document to the record using the scan/import function directly from the record screen, do a drag and drop of the document to the folder where you want it place or simply create the document within the record.

For more detail watch the video Creating And Importing Documents to EDi v2.0

Can I delete a Record?

No. The system does not allow the user to delete records. You can delete documents if you have the appropriate user permits. We suggest you reuse records that are either duplicated or erroneous.

How do I move a misplaced document in EDi?

If the document was wrongly place within the record structure you can use the Move to function to relocate the document. If the document pertains to another record you can use the Copy to Record function.

For more detail watch the video Creating & Assigning Folder Structures to a Record in EDi v2.0

Can I reuse a document has a draft?

Yes. EDi provides an area, by cabinet, where you can create/import templates (Draft Documents).

For more detail watch the video Creating & Importing Documents to EDi v2.0

Can I recover a deleted document?

Yes, if you have the appropriate user permits you can access the deleted document area, by record, and recover the last version of the document.

How do I organize a record?

You will need to start by creating a folder structure, and then creating the record. Once they have been created, you will need to assign the structure to the record.

For more detail watch the video Creating & Assigning Folder Structures to a Record in EDi v2.0

Can I associate (group) records?

Yes, you can create groups to associate several records, by cabinet.

Can I create a quick link to a record?

Yes, you can pin a record or document to my items.

Can I join documents?

Yes, you can merge documents from different formats together. This will create a new PDF file with a bookmark. You can also use the splitter to separate pages from a PDF file.

For more detail watch the video Merging & Splitting Documents in EDi v2.0

How do I export documents from EDi?

You cannot export documents from EDi. If you have the appropriate user permits the system will create a copy and allow you to send documents to a file, send documents to print, attach documents to an email.

How can I search for a document in EDi?

There are several ways to go by when searching for a document. You can use the Quick Search or click on search to open a new tab. You can search for the record were the document is located or search for the document using its name, keyword, custom field value or full-text.

How does EDi work with my email?

You can drag and drop emails from Outlook to EDi for storing. We also provide an MSG integrated viewer that allows you to open the email and view the attachment from EDi.

For more detail watch the video How to drag and drop emails to EDi v2.0

Can I undo saved changes made to a document?

Yes. EDi has its own Microsoft Office and PDF integrated viewers allowing us to maintain document versions. This allows you to go back to retrieve an older version of a document and replace the latest or save it as a new document.

Can I use my scanner with EDi?

Most likely; EDi work with any scanner that saves/sends the image to a folder. All you will need to do is configure the path for the folder listener.

If the scanner is equipped with a twain driver you can scan directly from EDi using the Scan documents tab.

Do I need to check out/in documents?

No, EDi does that for you. In cases where documents are been worked externally, you will need to check in the document for EDi to save the changes made.

Can I convert documents into PDF format in EDi?

Yes, you can convert any document into a PDF format.

Frequently Asked Questions

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Frequently Asked Questions

Searching for a specific feature?

Click on the following “keywords” to go into the information that you’re looking for.

Searching for
a specific feature?