How to get your documents back?

in General usage and benefits

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 ..

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How to delegate a document creation task?

in General usage and benefits

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..

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How to use document templates

in General usage and benefits

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 ..

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Upload limits

in General usage and benefits

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..

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TOTP hardware tokens to ensure secure access

in General usage and benefits

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 ..

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Strong document encryption - AES 256

in General usage and benefits

You can feel secure! We store your documents using AES 256 encryption! We set up an own database for you where we store your documents using AES 256 encryption. This means that even those persons who have access to server hard drives as an employee in charge or as a legal right - such as server o..

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DocuBank Professional - Features

in General usage and benefits

Package details: Number of users: 5 (+1 administrator user) - can be extended by 5 users each Number of documents: 5000 - can be extended by 5000 documents each Maximum file upload limit: 50 Mb Encrypted storage size: 2 TB (can be extended) Number of file attachments ..

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How do we define document management? – Concepts and definitions

in General usage and benefits

Document/Document datacard Documents are filed in the DocuBank system. The document is the totality of metadata and files, w..

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How to set up two-step verification

in General usage and benefits

You can set up a two-factor authentication individually for each user of your account. After creating the users on the Administration/Users screen, you can activate each user’s hardware or mobile token using the Activate TOTP token function. Users can also set up two-factor authentication for..

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How to access and use document history

in General usage and benefits

You can track changes made to documents on the Document management/Document history screen. If you would like to check the history of a given document, select the Document history function on the document datasheet. Document history displays the actions carried out on the documents, such as creati..

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How to view the login history of your DocuBank account

in General usage and benefits

Information in connection with user login can be tracked on the Administration/User activity screen. On this screen, you can find login and other information concerning every user of your account...

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How to delete documents

in General usage and benefits, Questions & Answers

It is recommended to delete your documents “logically” only. What does this mean? Logically deleted documents remain in the system, but they appear as deleted. You can search for documents with deleted status in the Archive Search. You can delete documents one by one by pressing the del..

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How to use document links to connect documents

in General usage and benefits

You can connect associated documents with each another by linking their datasheets. On the document datasheet (Document management/Document registration), in the Associated documents section you can link further documents to this document. The associated documents also appear when the documents are..

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How to organise documents into different categories and types

in General usage and benefits

Unlike the document storage options, in the DocuBank cloud solution files are not stored in directories. Document categories and types can help to organize your documents. There are default categories and types in the system but they can be modified at any time in accordance with the requirements o..

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Custom fields

in General usage and benefits

DocuBank allows the addition of custom fields. Custom fields can be created by the system administrator any time. Expandable entities: Document data Document version data Company data Person data Project data All the above entities can be expanded by as many custom fields as required. Cu..

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Proxy management

in General usage and benefits

DocuBank allows users to set their proxy. If the user cannot set their proxy, the system administrator can also do it. Proxies can be set at Administration / Substitutes: To set up substitutes follow the instructions below: Change to Data view. The “Search” and “List” vi..

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