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..

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 ..