Narrator: Equidox by Onix.
Accessible PDF Conversion— Reach Everyone.
Equidox Training— Getting Started.
Begin.
Log into your Equidox account using the email
and password you set with your verification email.
If you are using a Google account with Equidox,
you will use the Sign in with Google button
and then choose the correct Google account.
Equidox defaults to the Documents page.
In the upper-right corner is a dropdown box
showing your account name with links to your Profile,
Settings, and Sign out.
On the left is a menu.
The first menu item is Documents.
These can be sorted by Imported Date, Modified Date,
Title, Owner, Filename, and Label.
Then, there is a search filter field
and a Label Filter dropdown box.
Labels can be created and used to identify documents that are,
for example, from different departments
or belong to a specific webpage.
Typing a word in the search filter field
will bring up a list of documents
that contain your search term.
The layout defaults to a list.
By clicking the button at the right of the screen,
you can choose a grid layout and Equidox will change
to a grid layout that displays the file thumbnail,
the filename, the import date, any labels,
and the person who imported the document.
Switching back to the List Layout
by clicking the List button at the right
displays the documents as a list.
In this view, you have the additional option
of adding labels
and choosing Edit or Delete buttons for each document.
Using the Input button from the left-hand menu
displays tabs for each option for importing documents,
Upload, and URLs.
We will discuss importing documents in another lesson.
Using the Notifications item
from the left-hand menu displays notifications
primarily when documents have completed uploading.
Using the Settings item from the left-hand menu
takes you to Settings.
Here you can add and delete labels,
edit groups, manage accounts,
search, as well as add and manage CSS files.
Settings will also be covered in a later lesson.
The Help item in the left-hand menu shows
Release Notes, the User Guide, and Equidox Training Videos.
Release Notes contain updated features,
bug fixes, and new functionality.
The User Guide contains explanations of all features
and elements of Equidox software,
and you are already familiar with the training videos.
The last item in the left-hand menu is the Sign out button.
If your organization has a set number of permissible
or concurrent users, it's a good idea to sign out
when you are finished with your documents
so you don't take up a slot someone else might need.
For more information on using Equidox,
visit the Training Video page or see the User Guide.
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