Introduction to Radix DM for New Users

Introduction to Radix DM for New Users

How to Start Radix DM

The Radix DM Grabber is the local client program that gives users access to the functions of Radix DM, including save, search and administration. 

 

To start using the Radix DM Grabber, simply select Start > Programs > Radix DM > Radix DM Client from the Start Menu.  The Radix DM Grabber program will appear as a floating Radix DM icon on the desktop.  Right-click on the Grabber to view the Grabber Context Menu.

 

A video example:

Saving a Document

There are several ways to save a document in Radix DM.  The data to be saved in Radix DM is entered by using the Document Save window. 

 

Radix DM Grabber

If a document already exists then it is easy to save it into Radix DM by left-clicking and dragging the file from the Desktop or from Windows Explorer on to the Radix DM Grabber.  The Document Save window will then be displayed.

 

Save Clipboard Contents

Documents containing the contents of the clipboard can be created and saved in one step by selecting the option Save Clipboard Contents from the Radix DM Grabber Context Menu.  More information about this can be found in the section Radix DM Grabber.

 

Create a Document Record

It is possible to create an entry for a document in Radix DM that is not a computer file.  Clicking on the option Create Document Record from the Radix DM Grabber Context Menu will bring up the Document Save window.  More information about saving document records in Radix DM can be found in the section How to Save…

 

Save a Document from a Microsoft Office Application

Documents that have been opened or created in certain Microsoft applications (including Word, Outlook, Excel, Access, Visio and Powerpoint) can be saved directly into Radix DM using the buttons on the Radix DM bar that appears within these applications.  More information about how to use Radix DM from Microsoft applications can be found in the sections From within Microsoft Word and An Email.

 

For more descriptions and examples of saving documents, check out the section How to Save... For more information about the types of data you can save in Radix DM and how to use the Document Save window, see the section Document Save Window.

Finding a Document

Once a document has been saved into Radix DM it can be found using a number of search criteria. Double-click on the Grabber to bring up the Radix DM Search program.  More information about searching for documents can be found in the section How to Search…

 

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