Screen: Administration/Users Enter the user details on the right hand side of the Users screen as follows: User name: the name used to login the system Access role: the roles attached to users define user rights in the system Language: the language that the user uses to login the system E-m..

Screen: Business customisation / Core data Before starting to use the system check the default core data! The core data are the values appearing in the combo box fields of the system. These as well as Document type or Company profile etc. fields determine how to group data. It is important that co..

Menu: Partner management Enter your colleagues, partners, clients in the DocuBank partner database! DocuBank solution can register your clients, company and person. By registering the document, we select which registered company or person it belongs to. That is why it is important to enter the nec..

Screen: Document management/Approval processes The DocuBank workflow module makes defining approval processes to your documents possible. By defining approval processes we can determine not only approval persons but also the approval order or the deadlines. To give the approval processes select th..

Menu: Document management Register your first document with the help of parameters set earlier or the default data in the system! After setting the core data, the document registration is fast and simple. Basically there are two different possibilities for document registration: In Document reg..

Screen: Administration/User settings Hardware or mobile-app based TOTP-identification (time-based one-time password) is available in order to achieve higher security level. The TOTP application or hardware generates a unique password, which is only valid for limited time. OTP solutions grant an ad..

Screen: Customization/Core data Documents uploaded to DocuBank can be grouped or systematized along numerous dimensions. The two main systematizer elements are category and type. Custom access rights can be attached to documents in each given category based on the category itself. Speci..

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If you intend to bulk download your documents stored in DocuBank, the system offers you two solutions to do so. Simple download function helps you to save the selected documents to a sub-directory. Should you download the entire database into file system, all the files store in the cloud will be ..

To assign a document creation task go the Document management/Document registration screen. If you assign a task you do not need to fill in the data sheet just click on the More/Assign task button. Fill in the fields of the pop-up window, define the task in the Task field and set the deadline of t..

Back-office processes are not efficient enough at your praxis? You still maintain a paper-based storage of patient documentation? Select our cloud-based service! Store all diagnostic reports, discharge summaries and other patient documentation systematically! With the help of DocuBank document..

Store your research material, records and reports in the cloud! Should you work either in a smaller research group or in a group that is part of a larger international consortium, systematic storage of documents and mutual access to the uploaded material can greatly enhance the efficiency of your..

Would you like to store the most important documents of your clients in a more perspicuous format? Does storing documents in sub-directories no longer satisfy your need? Do sending and receiving documents via e-mails make your everyday work more difficult?   Put the documents of your clients..

Your paper-based documents are piling up? You would like to have an easy and efficient solution to set up an electronic archive? Use the DocuBank service as an online archive! Scan and optionally OCR your paper-based documents. To do so, you will only need any OCR software, which is usually at..

Your legal praxis still relies on mainly paper-based documentation? It's time to change this now! Have your documents safe in the cloud. We store all documents encrypted, which guarantees that nobody can access your confidential documents. Mobile or hardware token-based authentication packages ca..

Based on the fact that construction projects are complex and usually implemented by several different companies, the systematic storage of the entire related documentation is usually problematic. You can store all the different plans, contracts, records, construction site diaries systematically i..

There is an option to generate attachments and downloadable files to your documents by using templates and meta data. This option is available on the Document datasheet by clicking on More/Generate document using a template button. In the pop-up window select the template on which you would like to ..

The general structure of screens Saving data when changing screens The user interface of the DocuBank system has been created with the RIA (Rich Internet Application) technology. The technology enables the menus of the system to save data as separate screens when changing menus. Example: The ..

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Maximum file upload limit: 50 Mb Number of documents uploaded at one time (bulk upload): 100 files Number of file attachments to one document or document version: unlimited Number of shared links: unlimited Number of files you can send via encrypted links: up to 50 docum..

The DocuBank service supports all the commonest browsers available at present (Chrome, Mozilla Firefox, Internet Explorer, Edge, Safari). In order to enhance the user experience, we suggest that you update your browser to the latest version. Supported browsers Google Chrome 55+ Mozilla Firefox ..

Pressing Delete on the document’s datacard in DocuBank does not mean permanent deletion from the system. This delete button only results in the document having deleted status. It can still be found there in the account, but as a deleted document. You can search for deleted documents on the Do..

If you have shared your documents as a link with external users, you can cancel these links in the Document management/Encrypted link revoke menu. In this menu, you can find every link you have sent. Simply select the link you wish to cancel, then do so by pressing the Revoke this link button. Foll..

The TOTP token guarantees that only you and your colleagues in possession of the token can access your documents We deliver security HW tokens together with our professional services. These security tokens are usually the size of a key holder and they generate unique login codes for you in every ..

In case of related documents (such as contract, certificate of completion, invoices) it is recommended to use the Associated documents function and set the associated documents. It is possible to add previously uploaded related documents on the document datasheet at the Associated documents section...