What browsers does DocuBank support?

in Questions & Answers

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 ..

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I have accidentally deleted a document. How do I restore it?

in Questions & Answers

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..

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How do I cancel sharing for a file?

in Questions & Answers

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..

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Does DocuBank allow users to send documents in emails to external people?

in Questions & Answers

Yes. If you want to send multiple documents via e-mail, use our Encrypted link sending screen and send the files to multiple recipients as attachments, zipped attachments or password protected zip attachments...

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How do I add users?

in Questions & Answers

To add users, log in to your account as administrator user. You can create users for the account in the Administration/Users menu. You can create users by pressing the New button then filling in and saving the user’s datasheet. After creating users, you can activate their OPT based login. Do..

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How do I delete a user?

in Questions & Answers

We suggest that you do not delete users in the DocuBank system. If you would like a user no longer to log in to your account, simply inactivate the user under the Administration/Users menu by modifying the Active field. The inactivated user will no longer be able to log in to the account, until pos..

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How do I share documents in DocuBank?

in Questions & Answers

Users of your DocuBank account can access any previously filed document in accordance with preset authorisations. If, however, you would also like to share certain documents with external persons, there is a way to do this. You can select the documents you wish to send in the Document management/Enc..

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Someone sent me a document via a DocuBank link. How can I access it?

in Questions & Answers

If a DocuBank account user has sent you files as a link, please follow the link/links in the notification e-mail. (You do not need to have a DocuBank account or be a user to download them.) The link will lead you to a download page, where you can download the sent file with the password given by th..

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Do I have to have a DocuBank account to view shared documents?

in Questions & Answers

If someone has shared a DocuBank document with you, you do not need to have DocuBank access in order to open it. To download the document, you just need the password provided by the sender...

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What is DocuBank Document Cloud?

in Questions & Answers

DocuBank is a secure document cloud solution, where you can store your private or corporate documents. Your documents are stored encrypted in your own database, which can be accessed only by the users of your account. In the DocuBank document cloud, you can store and systematise your documents. But..

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How do I upload files?

in Questions & Answers

You can upload files on the Document management/Document registration screen. Here you can create a datacard for your document, and then upload files. In a first step, you create the datacard in panel on the left. Then the card for the first version of a document appears on the right. You can uploa..

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How do I change the role of a user?

in Questions & Answers

Users can access individual functions and documents in the DocuBank service on the basis of their roles. The functional roles define predetermined areas of access, whilst you can set up category authorisations for your users. Each user must have at least once access role, or even several roles at t..

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Can DocuBank track for changes made to documents?

in Questions & Answers

DocuBank continuously records all actions related to documents. If you want to know the history of a particular document, you can view it in the 'Document management / Document history' menu. In the Document history menu you can check the followings: What happened to a particular document? Whic..

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What type of documents can I register?

in Questions & Answers

DocuBank system enables to attach any format of files to the registered document data sheets. Some examples of supported formats: Doc, docx, ppt, odt, odg, pdf, rtf Ods, xls, xlsx, csv Html, eml, msg Jpeg, jpg, png, gif, tif Zip, rar, arj Mov, mpeg, mp3, mp4, etc. ..

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What languages is DocuBank available in?

in Questions & Answers

Our DocuBank service is available in the following languages at present: English German French Spanish Italian The range of supported languages will expand to cover the following in the near future: Arabic Russian Japanese Chinese ..

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How much storage space does DocuBank offer?

in Questions & Answers

Depending on the service package selected, we provide our clients with 500 GB, 1 or 2 TB of storage space. You can purchase additional storage for your Professional package to expand the 2 TB limit. ..

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What are your terms of service, privacy and security policies?

in Questions & Answers

Please refer the following links for our terms of use, privacy and security policies. ..

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What can I do with DocuBank?

in Questions & Answers

In the DocuBank document cloud, you can store and organize your documents. In addition to storage, many other document management functions are also available in our service, for instance: document approval arrangement of documents into projects creation of documents using templates issuing do..

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How do I view my account information?

in Questions & Answers

You can track the basic information on your account in two places. By logging into your account, you can see on the Dashboard how many of the users and documents included in your package you have already used, and how much time is left of your subscription period. On logging into our DocuBank websi..

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Where can I view my DocuBank account information and settings?

in Questions & Answers

You can access information on your account in two places: On logging in to your DocuBank account, on the Dashboard screen On logging in to your customer account on our DocuBank website, on the My DocuBank Accounts screen. ..

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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 DocuBank’s document search function

in Questions & Answers

In the DocuBank service, you can search for documents with the aid of two functions. On the Document management/Document list screen you can search for documents based on their metadata. Although the range of search options on this screen is more restricted, there is an opportunity for carrying out..

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