OVERVIEW

The DocuMatix Digital Platform provides a full array of communication solutions; combining seven powerful tools into one intuitive interface. Communicating with customers is easy and effective and through the platform and several learning resources are available within the Client Portal to assist you:

Getting Started Guide: This guide serves as your end-to-end resource for creating a new email within DocuMatix.

Permissions Reference Guide: Provides administrators with detailed information regarding each permission setting that can be assigned to users.

Help Videos: Provide a visual learning approach allowing you to better understanding the build and management of the tools available within the DocuMatix Digital Platform.

Step-by-Step Procedures: Designed for those who may prefer a written outline of the steps needed for a process.

FAQ: provide quick answers and solutions to the most commonly asked questions when using the platform.