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Getting Started



How to start My-dox Assistant to add documents

           From the Main menu, select Documents, then Add Document.  You will open a new page where you can customize your document. At top left, there is a green rectangle Help, click once with the mouse and the Assistant will be started.

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Cloud Wizard

If you need more information about how to work with cloud and how to set your contacts, calendar, pictures, files and etc., you can search for information about these and other questions, when you start using the cloud-wizard. To do this, first you need to log in your profile, then from ...

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How to log in ?

            After entering the site, you will be welcomed with a log in screen where you can enter your username and password, then you can select the button Login. If you use smartphone or tablet, you can use the mobile version.                       If you have forgotten your ...

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Mobile version

You can use My-dox through your Smartphone or Tablet. For this purpose we have developed a Mobile version of the site. Click on the link Mobile version, in the home screen.. In the resulting screen, enter your Username / password, that you used when register and  with wich you normally  log in the ...

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Shop add

From here you can add new project / store in the system. Enter the information into the appropriate fields, and Shop name (1), Description (2), Address (3), Status (4) - active or inactive. Choose a color scheme of Color (5) - this will help you stand out in your list. ...

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delete account

If you no longer wish to use the System, you can delete your account in My-dox.com.

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Add employee

Here you can add a new employee in your organization. n the Name box (1) enter the names of the employee. In the Workdays (2), enter the number of days that will operate the new employee. In the next field Date of filing (3) enter from the calendar that appears when clicking ...

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Add contragent

When selecting Add partner in any of those ways will be opened to the page where you can do it. Select what you add, Customer or Supplier (1). The information can be entered automatically by entering Vies Vat number company (2) from the field top right and do a search. (3) Or Fill ...

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Up left menu

Here you can select the language in which to use the system. Currently you can choose between English, Russian, Italian and Bulgarian. The Style, which seems to site. Styles are available: Black, Blue and Grey. You will see the Username with which you have logged in the System and the Shop ...

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How to add vendor?

The Vendor can be added by several ways. After logging into your Profile in My-dox, from the home screen on the top Menu, select Contractors (1). From the page that opens, a little above the right (above the Search box) select Add (2). From the window that appears, select Vendor (3). The same page will ...

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How to set a reminder?

When you log with your My-dox.com accout in the system, from the right menu choose Calendar. You'll open new window, where you'll see the current date, and the next dates for the month. Also you'll have an opportunity to choose a day, week or month, and also to add new calendar. ...

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How do I create a project?

Select the button, located top right, over the Main menu, Add (1), and from there Projects, then select Add New (2). Or from the Main Menu, select Shops (1a) and from there Add shop (2a). You will get a page Add Shop. Enter the information into the appropriate fields, and store name ...

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How to Create an Expense?

After logging into your My-dox Profile, from the home screen from the left menu, select Add expense (1). or top-right, select the Add button (2) and then expense (3). If you have a blank data for your company, you will open the wizard / if you have not deactive it ...

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How to create and send your first invoice?

You can create an invoice in three ways. First, from the main menu,  when you choose Documents and then Add document submenu. In the opened window choose Invoice. Fill in the information in the fields, when you choose partner, service/item and etc. , then press Add and Send button. You will be switched to ...

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How To Add A Credit Note?

       Credit note can be added in several ways.        After logging into your My-dox Profile, from the home screen on the top menu, select Documents (1). From the page that opens, select Add Document (2). Assistant will start to fill in the documents (). If it does not launch ...

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How to Add a New Product?

New product / service can be added in several ways. First of them is, as of any page in the website, select from the top menu Stock (1) and from the menu below Add item (2).. In the resultant page, enter the required information, such as Name of the product (3) ...

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How do I add taxes?

From any page of the menu at the top-right, select Settings. In part Tax default, you can add, by selecting from drop-down list, of the proposed system or by clicking on the Add button and then enter your tax.. In the opened page, right in Tax, enter the name (eg. 10%) and in the ...

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How do I send invoices and receive payments?

Sending invoices in My-dox.com may be subject to their very creation, instead of the Add button, select the Add and Send button(1). If you want to send an invoice after you've created it, you can do so as from the Main Menu, select Documents (2). In the resulting list, with all ...

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How to set my company Profile?

If you do not set Profile for your company can do this from the top left, select Add (1), adjacent to the Company. Another way to do this is to select from the top right Account (2), then the Add button (3). Whichever way you use it will be opened Page ...

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How do I make an Invoice?

After logging into your My-dox, from the home screen from the left menu, select Add sale. If you have a blank data for your company, you will open the wizard / if you have not deactive it / which prompts you to do so. Fill in the missing data (such as Company Address VAT ...

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How to add additional contact to a existing client?

Sometimes you may need to send multiple invoices to multiple contacts in one company - for example the Finance team and the CEO. With My-dox, you're able to add multiple contacts to a single client, and you can then choose which oф those contacts to send invoices to. There are ...

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How do I create clients?

Customers can be added in several ways. After logging into your My-dox Profile, from the home screen on the top Menu, select Contractors (1). From the page that opens, a little above the right (above the Search box) select Add (2). From the window that appears, choose Client (3a). The same page ...

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