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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 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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