1
00:00:00,740 --> 00:00:03,090
Narrator: Equidox by Onix.

2
00:00:03,090 --> 00:00:07,590
Accessible PDF Conversion—
Reach Everyone.

3
00:00:09,590 --> 00:00:12,730
Equidox Training—
Administration.

4
00:00:15,420 --> 00:00:18,880
To administer your Equidox
software, your Equidox account

5
00:00:18,880 --> 00:00:21,470
must be marked
as an administrator.

6
00:00:21,470 --> 00:00:23,970
Let's have a look
at the administration privileges

7
00:00:23,970 --> 00:00:27,790
by clicking the Settings button
on the left hand menu.

8
00:00:27,790 --> 00:00:30,140
Here we see various
administrative functions

9
00:00:30,140 --> 00:00:33,990
in the following types:
Labels, Groups, Accounts,

10
00:00:33,990 --> 00:00:38,210
Search, CSS,
and Document Export.

11
00:00:38,210 --> 00:00:40,470
Labels can be added
to Equidox documents

12
00:00:40,470 --> 00:00:43,310
to help you sort
and manage your documents.

13
00:00:43,310 --> 00:00:46,050
These are customizable,
and you can create labels

14
00:00:46,050 --> 00:00:48,870
to suit
your organization's workflow.

15
00:00:48,870 --> 00:00:50,850
Examples of labels
you might choose

16
00:00:50,850 --> 00:00:54,930
are Accounting, Marketing,
and Human Resources.

17
00:00:54,930 --> 00:00:57,480
Labels allow account users
to sort

18
00:00:57,480 --> 00:00:59,520
and quickly locate documents.

19
00:00:59,520 --> 00:01:01,560
Other example labels might be

20
00:01:01,560 --> 00:01:04,960
Read for Validation
or Needs Attention.

21
00:01:04,960 --> 00:01:07,850
You can also customize
the colors of these labels

22
00:01:07,850 --> 00:01:10,290
and delete
any unneeded labels.

23
00:01:10,290 --> 00:01:12,610
Here you can see each label
has a color,

24
00:01:12,610 --> 00:01:15,570
name, description,
a global checkbox,

25
00:01:15,570 --> 00:01:18,070
and a button to add
or delete the label.

26
00:01:18,070 --> 00:01:20,350
To add a label,
go to the bottom of the list

27
00:01:20,350 --> 00:01:24,570
and, in the last item,
choose the color of your label.

28
00:01:27,790 --> 00:01:31,350
Type in the name of the label
and a description.

29
00:01:36,410 --> 00:01:38,650
The Global checkbox indicates
the label

30
00:01:38,650 --> 00:01:40,375
is usable by all users.

31
00:01:40,375 --> 00:01:42,100
If you do not want other users

32
00:01:42,100 --> 00:01:44,730
to have access to
specific labels you create,

33
00:01:44,730 --> 00:01:46,530
uncheck this box

34
00:01:46,530 --> 00:01:50,260
then click the plus sign
in the Add or Delete column.

35
00:01:54,530 --> 00:01:56,070
Now your label can be applied

36
00:01:56,070 --> 00:01:59,700
to any uploaded documents
on the Document screen.

37
00:02:01,030 --> 00:02:03,160
You can easily add
and remove labels

38
00:02:03,160 --> 00:02:05,870
by choosing the Add Label
or Delete button

39
00:02:05,870 --> 00:02:08,200
from the Document
detail screen.

40
00:02:08,200 --> 00:02:10,740
You can also delete labels
from Equidox

41
00:02:10,740 --> 00:02:14,160
under the Labels tab
on the Settings screen.

42
00:02:17,070 --> 00:02:19,880
Under the Groups tab you can
manage account access

43
00:02:19,880 --> 00:02:22,190
for documents
to specific groups.

44
00:02:22,190 --> 00:02:25,690
If your organization has
multiple Equidox user accounts,

45
00:02:25,690 --> 00:02:28,850
you may wish to limit access
to certain documents.

46
00:02:28,850 --> 00:02:31,360
User accounts can be
assigned to Groups.

47
00:02:31,360 --> 00:02:32,700
Selecting Delete Group

48
00:02:32,700 --> 00:02:35,510
will unassign all documents
to that group.

49
00:02:35,510 --> 00:02:38,260
To create a group, simply type
the name of the group

50
00:02:38,260 --> 00:02:42,260
and a description in the New
Group fields and choose Create.

51
00:02:42,940 --> 00:02:44,410
You can assign user accounts

52
00:02:44,410 --> 00:02:47,090
to the group
under the Accounts tab.

53
00:02:48,650 --> 00:02:51,760
The Accounts tab is where
you manage user accounts.

54
00:02:51,760 --> 00:02:53,940
You can assign
user accounts to Groups,

55
00:02:53,940 --> 00:02:56,380
assign user accounts
as administrators,

56
00:02:56,380 --> 00:02:59,260
reset passwords,
and delete accounts.

57
00:02:59,260 --> 00:03:01,600
If the user account
has a Google email,

58
00:03:01,600 --> 00:03:03,490
the password is
their Google password

59
00:03:03,490 --> 00:03:06,300
and cannot be changed
in Equidox.

60
00:03:08,410 --> 00:03:09,800
To add a new account,

61
00:03:09,800 --> 00:03:12,610
type of user email
into the New Account field

62
00:03:12,610 --> 00:03:14,600
and assign a group
if applicable.

63
00:03:14,600 --> 00:03:16,640
Choose whether the user
has a Google account

64
00:03:16,640 --> 00:03:18,870
and whether the account
should be given administrator

65
00:03:18,870 --> 00:03:21,780
privileges and choose Create.

66
00:03:22,330 --> 00:03:25,140
Once the user has accepted
their account invite,

67
00:03:25,140 --> 00:03:27,190
the account will show
as Registered.

68
00:03:27,190 --> 00:03:29,030
You can assign accounts
to Groups,

69
00:03:29,030 --> 00:03:32,610
change accounts to Google,
assign administrator privileges,

70
00:03:32,610 --> 00:03:36,950
edit account passwords,
or delete accounts at any time.

71
00:03:42,920 --> 00:03:45,700
The Search tab allows you to use
a search appliance tool

72
00:03:45,700 --> 00:03:49,500
to find PDF URLs
on your website or intranet.

73
00:03:49,500 --> 00:03:53,890
Currently, Equidox supports the
Mindbreeze appliance for this.

74
00:03:53,890 --> 00:03:56,000
You can group your files
into Collections

75
00:03:56,000 --> 00:03:59,570
if you are uploading documents
from more than one website.

76
00:03:59,570 --> 00:04:02,980
The CSS feature allows you
to store your own style sheets

77
00:04:02,980 --> 00:04:05,520
for HTML output and previews.

78
00:04:05,520 --> 00:04:10,540
These style sheets do not
apply to PDF or EPUB output.

79
00:04:10,540 --> 00:04:19,310
[music]

80
00:04:19,310 --> 00:04:21,980
For more information
on using Equidox,

81
00:04:21,980 --> 00:04:25,380
visit the training video page
or see the user guide.

82
00:04:25,380 --> 00:04:31,640
[music]