Question Topics:
Dashboard Questions
Question: What is the dashboard?
Answer: The dashboard is designed to provide you with a quick overview of
- how your documents have been performing
- the status of your account
Question: What is on the dashboard?
Answer: The dashboard provides
- full data on document usage over the past 30 days including
- total and daily average readers
- total and daily average document opens
- total and daily average prints
- percentage of readers that printed
- average time readers spent in documents
- average percentage of documents read
- a list of recently updated documents
- the number of active and inactive documents in your account
- the status of your account balance
The dashboard also provides links that help you to
- edit your profile
- change your login credentials
- manage your documents
- add new documents
Question: Can I customize my dashboard?
Answer: The dashboard is designed to dynamically provide preset information on key elements of account and document activity. It cannot currently be customized, although this feature may be added to future versions of docmetrics.
Account Questions
Question: Can more than one person use an account?
Answer: Multiple individuals can be registered to the same docmetrics account. Additional users can be added to an account at any time by account administrators.
Question: What is the difference between an administrator and a user?
Answer: Docmetrics is a role-based system. Every user who is added to an account will be assigned a particular role.
When an individual registers for a docmetrics account, that person becomes an administrator of the account. An administrator of a docmetrics account is able to add new individuals to the account and label each as either a user or an administrator.
Administrators are the only individuals registered to an account who can add new users, assign roles and manage other important aspects of the account.
Question: How do I manage my account?
Answer: To access the docmetrics Account Manager, simply login to the application and click on the Account tab. The account manager allows all users to
- Monitor Account Activity
Including previous account balance, current account balance, recent payments and total document opens
- Edit login information
Change password
The account manager also allows administrators to
- Manage users
Add users to the account and manage their access roles
- Edit billing information
Adjust billing address and credit card information
Help Questions
Question: What kind of help does the docmetrics system provide?
Answer: Docmetrics has a complete, context-based help system. As you navigate through the system, context-specific instructions and tips will appear in the help box, which is visible at all times (unless you actively choose to hide it).
Question: How can I learn more about specific system features?
Answer: The docmetrics website features a number of how-to videos on key system activities like uploading documents and generating reports.
Question: How can I get help with issues not covered by the contextual help?
Answer: Docmetrics provides all users with access to customer support specialists, who can help with questions about system functionality and any issues not covered by the contextual help system or the how-to videos.