Docs2Manage Help Contents
Introduction
Introduction
Available Editions of Docs2Manage
Docs2Manage OCR Plug-in
The Trial Version
Upgrading Prior Versions to Docs2Manage 2.0
Document and File Storage Support
Multi-user Support
Database Support, Scripts, and Modifying Docs2Manage Tables
High-speed scanning / Benchmarks
Getting Started
Definitions
What's New in this Version
Internationalization and Language Support
Selecting a Theme
Thumbnails
New User Configuration Wizard
Security and Docs2Manage
An Overview of Security Event Logging
Document Locking
Controlling D2M Using Other Programs - Parameters
Image Formats Supported by D2M
Document Template Support
Docs2Manage and Printer Capture Mode
Repository Mode
Workflow & Repository Tree View
CD Mode - Distributing your Data
Reporting and Exporting Document Information
Backing-up the Database / Build a CD-Rom Archive
Database Migration
Bulk Scanning Options
System Requirements
Configuring Docs2Manage
Configuration Overview & Registration
Database Connections
Testing the Database Connection
Setting Image Quality versus Image Size
Smart Searches
Preview Documents Stored as Files
Include Icons on Page Grid
Show Page Totals after Scanning
Action when Adding File or Scan
How to Add Non-image Type Files
Showing Document Folder Path Info in Document Grid
Setting the Working Directory
Setting the Default Image Editor
Setting the Default Search - Date Range
Include File Names when Importing Files
Update Document Date when Importing Files
Scanning Options
Printing Options
Installing the Docs2Manage Printer
D2M Printer Image Capture Format
Workflow Options
Language, Font, and Application Theme Options
OCR Options
Saving Settings
Undoing Changes
Exiting the Configuration Program
Using Docs2Manage Main Program
Docs2Manage Program Overview
Docs2Manage Views
Document Explorer
Document Information Grid
Rights, Roles, and Security Event Logging
Groups, Document Storage, and Users
Joining Users to Group / Special Rights
View and Report Security Event Log
Selecting a Database
Selecting a Security Group
Main Toolbar
Searching and Filtering Records
Entering General Information about a Document
Adding and Using Additional User Fields
Keywords Form
Adding Pages to a Document / Pages Form
Document Image Data Navigator
Buttons to Add or Modify Documents and Images
Entering Specific Information about a Page
Pages Pop-up Menu
Repository Pages Pop-up Menu
Page Image Preview
Page Image Preview Pop-up Menu
Ask about File(s) Dialog
Full-screen Image View / Annotations Mode
Entering Information about Data Fields
Edit Mask to Aid in Entry
Field Manager Toolbar
Loading All Pages from All Document for Special Processing / OCR Database
Notes
Additional Notes
Credits