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Knowledge base

Explore our documentation resources and get the most from Next®.

Online technical manuals


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    Next® 2.0 installation, setup, and use

    Complete guide for Next® admins and specialists.

    Updated 2 January 2020


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      Next® 1.0 for IBM i installation, setup, and use

      Guide for admins and specialists running the legacy version of Next®.

      Updated 2 January 2020


      Video tutorials


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        Next® tutorial: How to work with Next® Enterprise Archive from Salesforce™

        2 minutes demo of how your work in Salesforce and use documents in the Next® Enterprise Archive. The demo is made using examples from an insurance company.

        Updated 15 December 2021


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          Next® tutorial: How to redact sensitive documents in Next®

          This tutorial shows how make a shareable version of a personal health record in Next®.

          Updated 23 November 2021


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            Next® tutorial: How to use PDF automation in Next®

            This tutorial shows how to use PDF automation in Next®.

            Updated 11 June 2021


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              Next® tutorial: How to use enterprise single sign-on with Next®

              This tutorial shows how to use enterprise single sign-on with Next®.

              Updated 28 April 2021


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                Next® tutorial: How to apply security on an email from Outlook to Next®

                This tutorial shows how to apply security on an email from Outlook to Next®.

                Updated 28 April 2021


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                  Next® tutorial: How to handle encrypted emails in Next®

                  This tutorial shows how to handle encrypted emails in Next®.

                  Updated 28 April 2021


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                    Next® tutorial: How to use smart suggestions for coding invoices

                    This tutorial shows how to use smart suggestions for coding invoices in Next®.

                    Updated 27 April 2021


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                      Next® tutorial: How to add a customer email from Outlook to Next®

                      This tutorial shows how to add an email from Outlook to Next® by using the Document Capture client for Microsoft Outlook.

                      Updated 7 September 2020


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                        Next® tutorial: How to link an email from Outlook to a contract in Next®

                        This tutorial shows how to link an email from Outlook to a contract in Next® by using the Document Capture client for Microsoft Outlook.

                        Updated 9 June 2020


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                          Next® tutorial: How to scan and index a document manually in Next®

                          This tutorial shows how to scan and archive a document to Next® by using the Scan to Next® solution.

                          Updated 8 June 2020


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                            Next® tutorial: How to add a new contract to Next® from Word

                            This tutorial shows how to add a contract Word document to Next® by using the Document Capture client for Microsoft Word.

                            Updated 8 June 2020


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                              Next® tutorial:  How to find documents in Next®

                              Next® comes with several tools to find documents. This tutorial shows how to use folder structures, search forms, Google-like metadata search, and full-text search to find the right document in the blink of an eye, even among millions of documents.

                              Updated 24 October 2019


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                                Next® Tutorial:  How to archive documents in Next® using drag and drop

                                You can archive documents in Next® in a myriad of ways. Dragging a file from you desktop to Next® is a popular feature.

                                Updated 12 September 2019


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                                  Next® Tutorial:  How to approve and reject tasks using Next® Approve

                                  All the basic stuff. Swipe to reject, swipe to approve, and tap to dive into the details.

                                  Updated 19 March 2019


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                                    Next® Tutorial: How to get started with Next® Approve pre-release

                                    How to install, setup, and log in to Next® Approve.

                                    Updated 15 March 2019



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