Narrator: Equidox by Onix.
Accessible PDF Conversion— Reach Everyone.
Equidox Training— Administration.
To administer your Equidox software, your Equidox account
must be marked as an administrator.
Let's have a look at the administration privileges
by clicking the Settings button on the left hand menu.
Here we see various administrative functions
in the following types: Labels, Groups, Accounts,
Search, CSS, and Document Export.
Labels can be added to Equidox documents
to help you sort and manage your documents.
These are customizable, and you can create labels
to suit your organization's workflow.
Examples of labels you might choose
are Accounting, Marketing, and Human Resources.
Labels allow account users to sort
and quickly locate documents.
Other example labels might be
Read for Validation or Needs Attention.
You can also customize the colors of these labels
and delete any unneeded labels.
Here you can see each label has a color,
name, description, a global checkbox,
and a button to add or delete the label.
To add a label, go to the bottom of the list
and, in the last item, choose the color of your label.
Type in the name of the label and a description.
The Global checkbox indicates the label
is usable by all users.
If you do not want other users
to have access to specific labels you create,
uncheck this box
then click the plus sign in the Add or Delete column.
Now your label can be applied
to any uploaded documents on the Document screen.
You can easily add and remove labels
by choosing the Add Label or Delete button
from the Document detail screen.
You can also delete labels from Equidox
under the Labels tab on the Settings screen.
Under the Groups tab you can manage account access
for documents to specific groups.
If your organization has multiple Equidox user accounts,
you may wish to limit access to certain documents.
User accounts can be assigned to Groups.
Selecting Delete Group
will unassign all documents to that group.
To create a group, simply type the name of the group
and a description in the New Group fields and choose Create.
You can assign user accounts
to the group under the Accounts tab.
The Accounts tab is where you manage user accounts.
You can assign user accounts to Groups,
assign user accounts as administrators,
reset passwords, and delete accounts.
If the user account has a Google email,
the password is their Google password
and cannot be changed in Equidox.
To add a new account,
type of user email into the New Account field
and assign a group if applicable.
Choose whether the user has a Google account
and whether the account should be given administrator
privileges and choose Create.
Once the user has accepted their account invite,
the account will show as Registered.
You can assign accounts to Groups,
change accounts to Google, assign administrator privileges,
edit account passwords, or delete accounts at any time.
The Search tab allows you to use a search appliance tool
to find PDF URLs on your website or intranet.
Currently, Equidox supports the Mindbreeze appliance for this.
You can group your files into Collections
if you are uploading documents from more than one website.
The CSS feature allows you to store your own style sheets
for HTML output and previews.
These style sheets do not apply to PDF or EPUB output.
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For more information on using Equidox,
visit the training video page or see the user guide.
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