| Globodox Help |
 | Introduction |
| What is Globodox |
| What's New in Globodox |
| System Requirements |
| Bug Fixes |
| For Users Upgrading from Version 5, 6, 7 or 8 |
| Introduction to changes in Globodox 9 |
| For Users Upgrading from Version 4.x or Earlier |
| Introduction to New Features in Globodox |
| FAQ for Users Using Version 4.x |
| Upgraded doQuments 4.x DBs |
| Getting Started |
| Starting Globodox |
| Globodox User Interface |
| Home Tab |
| Tools Tab |
| Managing Your Documents |
| Working with Globodox |
| Where Does Globodox Store All My Data |
| FAQs About Advanced Features |
| Add a Document |
| Drag and Drop a Document |
| Add Documents from Disk |
| Advanced File Addition dialog |
| Add document to Globodox drive |
| Add Your Existing Folder Structure along with Files from Disk |
| Find and Add Documents |
| Replace Document from Disk |
| Drag and Drop Text from a Document |
| Drag and Drop Image from a Web Page |
| Scan and Add a Document |
| For Users upgrading from version 7.6 or earlier |
| Scanners & TWAIN Compliance |
| Scan Window |
| Image Editor Window |
| Quickly Scan and Add documents |
| Scanning (Detailed Step by Step Instructions) |
| Scan and Add a Single Document |
| Scan Multiple Single Paged Documents |
| Scan All Pages as One Document |
| Scan Documents With Fixed Number of Pages |
| Scan Document With Variable Number of Pages |
| Scan and Save Documents to Multiple New Stacks |
| Scan a Color Document |
| Virtual Duplex scanning mode |
| Import Scanned Files from Folder |
| Specify Document Title of the Scanned Document |
| Save the Frequently Used Scan Settings as a Profile |
| Insert a Page to a PDF or Tiff Document |
| Merge Two or More Scanned Documents |
| Replace Document by Scanning |
| Automate the Scan Process |
| Enhance Scanned Documents |
| Index Documents |
| What are Data Fields |
| Data Fields - FAQ |
| Fields Tab |
| Create Data Fields for Document Types |
| Example |
| Create Data Fields for Stack Type |
| Example |
| Enter Indexing Information for a Document |
| Update Common Indexing Information for Multiple Documents |
| Delete Fields |
| Block Indexing |
| Document Types |
| What Are Document Types? |
| Document Types - FAQ |
| Create a Document Type |
| Example |
| Modify a Document Type |
| Add Documents to a Document Type |
| Drag and Drop Documents to a Document Type |
| Set the Document Type of a Document |
| Delete a Document Type |
| Stack Types |
| What are Stacks and Stack Types? |
| Stacks - FAQ |
| Stack Details Window |
| Create a Stack Type |
| Example |
| Modify a Stack Type |
| Add Stacks to a Stack Type |
| Update Common Indexing Information for Multiple Stacks |
| Relate Stack to a Document |
| Navigate Documents in a Stack in Continuous Mode |
| Break Relation Between Stack and Document |
| Link a Stack with Documents |
| Link Two or More Stacks |
| Break Links of a Stack |
| Enter Comments for a Stack |
| Print Documents Related to a Stack |
| Delete a Stack |
| Share Stacks with Other Users |
| Assign a Stack to Another User |
| Restrict Users from Viewing a Stack |
| Documents |
| Document Details Window |
| Create a New Document |
| Update Common Information for Multiple Documents |
| Merge Documents |
| Open a Document |
| Edit a Document |
| View Documents as Thumbnails |
| Delete a Document |
| Email a Document |
| Email indexing data with document |
| Relate Document to a Stack |
| Break Relation Between a Document and Stack |
| Link One Document with Another Document |
| Link Document with a Stack |
| Break Links of a Document |
| Enter Comments for a Document |
| Burn Documents on a CD |
| Print a Document |
| Print the Indexed Information of a Document |
| Export Documents |
| Drag and Drop Documents from Globodox to a Folder |
| Share Documents with Other Users |
| Assign Document to Another User |
| Restrict Users from Viewing Your Documents |
| Fax a Document |
| Enable/Disable the Automatic Preview of a Specific File Type |
| Change the Default Viewer for a File Type |
| Prevent Users from Changing File Type Viewer Settings |
| Zone Map |
| What is Zone Map |
| Creating a Zone Map |
| Applying Zone Map |
| Apply Zone Map on existing documents |
| Automatically Index a Document |
| Automatically Index a Stack |
| Recognize Barcodes on Documents |
| Folders |
| What are Folders |
| Folders - FAQ |
| Create a New Folder |
| Create a Sub-Folder |
| Drag and Drop a Folder |
| Clone a Globodox Folder Structure |
| Drag and Drop Documents to a Folder |
| Add Documents to a Folder |
| Add Existing Folder Structure to Globodox |
| Add Folder Structure along with Files from Disk |
| Search a Folder |
| Export Folder Structure |
| Change (or Set) the Folder of a Document |
| Delete a Folder |
| Share Folders with Other Users |
| Restrict Users from Viewing Your Folders |
| Rename a Folder |
| Tags |
| What are Tags |
| Tags - FAQ |
| Create a Tag |
| Tag a Document |
| Tag Multiple Documents Together |
| Drag and Drop Documents to a Tag |
| Add Documents to a Tag |
| Remove Tag from a Document |
| Remove Tag from Multiple Documents |
| Search a Tag |
| Delete a Tag |
| Merge Tags |
| Rename a Tag |
| Search for a Document |
| Find Document Quickly |
| Select Fields to Include in the Quick Search |
| Narrow Down the Search Result |
| Document Full Text Search |
| Learn About Document Full Text Search |
| Document Full Text Search - FAQ |
| Extract Text from a Document |
| View the Extracted Text of a Document |
| Save the Extracted Text |
| Search for Text in a Document |
| Automatically Extract Text from Documents |
| OCR Document That Contains Text in a Different Language |
| Save a Search Criteria |
| Prompt User for the Condition Value When Applying a Saved Search |
| Share a Saved Search |
| Restrict Users from Viewing Your Saved Searches |
| Print the Search Results along with the Query Conditions |
| Export the Search Result |
| Annotation |
| What is Annotation? |
| Underline Words or Sentences on a Document |
| Highlight Words on a Document |
| Mark Area Using Rectangles and Circles |
| Hide Confidential Content of a Document |
| Add Sticky Notes on a Documents |
| Insert a Bookmark on a Document |
| Place a Watermark on a Document |
| Place a Stamp on a Document |
| Place Signature on a Document |
| Annotate the Document Permanently |
| Print Document along with the Annotations |
| Share Annotations with Other Users |
| Assign Annotation to Another User |
| Restrict Users from Viewing Your Annotations |
| Templates, Themes, Profiles |
| Templates |
| Create a Document Template |
| Create a Stamp Template |
| Create a Signature Template |
| Profiles |
| Create Scan Profiles |
| Create an Export Profile |
| Create Destination Profiles |
| Create a Theme |
| Document Check-in/Checkout |
| What is Document Check-in/Checkout? |
| Document Check-in/Checkout - FAQ |
| Check-out a Document |
| Check-in a Checked Out Document |
| Change the Default Checkout Folder |
| Draft Documents |
| What are Draft Documents? |
| Draft Document Basics |
| Important Notes About Draft Documents |
| Draft Documents Usage Example |
| Create a Draft Document |
| Check-in a Document as a Draft Document |
| Add a Document as a Draft Document |
| Check-in a Draft Document so that its Version Number is Incremented to the Next Major Version |
| Check-out a Draft Document |
| Cancel Checkout for Draft Document |
| Check in a Modified Version of a Draft Document |
| Publish a Draft as a Major Version |
| Publish a Draft as a Minor Version |
| Restrict Manual Publishing of Document |
| Viewing the Current Draft of any Published Document |
| Viewing the Parent Published Document of any Draft |
| Document Versioning |
| What is Document Versioning |
| Document Versioning - FAQ |
| Enable Versioning |
| View Documents Versions |
| Make an Older Version of Document as the Current Version |
| Document Encryption |
| What is Document Encryption |
| Document Encryption - FAQ |
| Enable Encryption |
| Encrypt Documents |
| Decrypt Documents |
| Create Encryption Settings |
| Document Retention |
| ITAZ Archival Service |
| Archive DB |
| Archive DB - FAQ |
| Archival Date |
| Archival Date - FAQ |
| Expiry Date |
| Expiry Date - FAQ |
| Recycle Bin |
| Recycle Bin - FAQ |
| Globodox DB |
| What is a Globodox DB? |
| Multi-User Config File |
| Globodox DB - FAQ |
| Globodox DB Types - FAQ |
| Create a Globodox DB |
| Create MS Access-based DB |
| Create a MS SQL-based DB |
| Create a MySQL-based DB |
| Open a DB |
| Delete a DB |
| File Stores |
| Learn About File Stores |
| Add a New File Store |
| Change the Default File Store |
| Move File Store to Another Location |
| Create a New FTP-based File Store |
| Convert an Existing Folder-based File Store to FTP |
| Set as Default DB |
| Adding a DB to the DB List |
| Convert DB |
| Convert MS Access DB to MS SQL DB |
| Convert MS Access DB to MySQL DB |
| Convert MS SQL DB to MS Access DB |
| Convert MS SQL DB to My SQL DB |
| Convert MySQL DB to MS Access DB |
| Convert MySQL DB to MS SQL DB |
| Configure Globodox DB for Multi-machine Environment |
| Moving Globodox Databases to New Location |
| Moving MS Acces-based Globodox Databases to New Location |
| Moving MS SQL-based Globodox Databases to New Location |
| Moving MySQL-based Globodox Databases to New Location |
| Event Logs |
| Event Log Basics |
| Event Log- FAQ |
| Configure Events Log |
| View Event Logs |
| View Event Log of the Selected Document |
| View Event Log of the Selected Stack |
| Globodox Security |
| Security Basics |
| Active Directory Integration |
| How to Integrate Windows Active Directory with Globodox |
| Roles |
| Learn about Roles |
| Create a New Role |
| Modify a System Role |
| Create a New Role-based on an Existing Role |
| Delete a Role |
| Users |
| Learn about Users |
| Create a User Account |
| Make User a Member of a Group |
| Assign Role to a User |
| Lock a User Account |
| Deactivate a User Account |
| Disconnect an Active User |
| Set Password Policies for Users |
| Allow a User to Only View Documents |
| Restrict User to Access a Document |
| Grant Permission to a User to View a Document |
| Groups |
| Learn about Groups |
| Create a Group |
| Add Users as Members of a Group |
| Deactivate a Group |
| Hierarchical Security Groups |
| Privileges |
| Security Label |
| Learn about Security Label |
| Create a Security Label |
| Set a Security Label |
| Deactivate a Security Label |
| Securing Data |
| Secure Documents |
| Restrict Users from Viewing Certain Documents |
| Restrict a User from Modifying a Document Opened by Another User |
| Restrict Users from Viewing Files Outside Globodox |
| View a Log of the Actions Carried Out on a Document |
| Secure Stacks |
| Restrict a User from Accessing Stacks |
| View a Log of the Actions Carried Out on a Stack |
| Export and Import data |
| Export Data |
| Export Data to CSV File |
| Export Data to HTML File |
| Export Data to Excel File |
| Export Data to XML File |
| Save the Frequently Used Export Settings |
| Use a Export Profile to Export Data |
| Export Document to CD/DVD |
| Import Data |
| Import Data from CSV File |
| Import Data from PaperPort |
| Local Capture Folder |
| Back-up and Restore |
| Back-up Globodox DB |
| Back-up MS Access-based Globodox DB |
| Back-up MS SQL-based Globodox DB |
| Back-up MS SQL Server 2000 DB |
| Back-up MS SQL Server 2005 DB |
| Back-up MS SQL Server 2008 DB |
| Back-up MS SQL Server 2012 DB |
| Back-up MySQL-based Globodox DB |
| Restore a Backed-up Globodox DB |
| Restore a Backed-up MS Access DB |
| Restore a Backed-up MS SQL DB |
| Restore a Backed-up MS SQL Server 2000 DB |
| Restore a Backed-up MS SQL Server 2005 DB |
| Restore a Backed-up MS SQL Server 2008 DB |
| Restore a Backed-up MS SQL Server 2012 DB |
| Restore a Backed-up MySQL DB |
| Globodox Workflow |
| Introduction |
| Workflow Designer |
| Workflow Monitor |
| General Activities (Tasks) |
| Auto Publish - Activity |
| Signature - Activity |
| Auto Stamp - Activity |
| Apply Security Label - Activity |
| Share - Activity |
| Review - Activity |
| Retention Activities |
| Conditions and Loops |
| Create Workflows |
| Create a Workflow to Approve Documents |
| Create a Workflow to Notify Users |
| Create a Workflow to Change a Text Field Value |
| Create a Workflow Using the If-Then Block |
| Create a Workflow Using the Get Numeric Field Value Task |
| Create a Workflow Using the Set Numeric Field Value Task |
| Create a Workflow Using the If-Then Repeat Task Block |
| Create a Workflow Using the Do Task Repeat If Block |
| Workflow Examples |
| Create a Workflow Using the If-Then Else Block |
| Example 1 |
| Example 2 |
| Example 3 |
| Example 4 |
| Start a Workflow and Perform a Workflow Task |
| Configure Workflow to Send Messages to User's Email Address |
| Configure Workflow to Send Task to User's Email Address |
| Configure placeholders in workflow messages |
| Monitor a Workflow |
| Workflow Management Console |
| Modify a Workflow |
| Clone a Workflow |
| Delete a Workflow |
| Export a Workflow Log to CSV File |
| Allow document actions during Workflow |
| Task and Messages |
| Introduction |
| Route |
| Send a Document for Approval |
| Attach Document to external Email when routing |
| Send a Message to Globodox Users |
| Approve a Document |
| Approve Documents over Email |
| Customizing Globodox |
| Options Window |
| Change Globodox Main View Layout |
| Customize List View Pane |
| Hide Details Pane |
| Specify the Node to be Selected on Startup |
| Add Buttons to Quick Access Toolbar |
| Globodox Companion Apps |
| Globodox Server |
| Globodox Web Client |
| Globodox Mobile App |
| Capture Folders |
| Globodox Drive |
| Globodox Virtual Printer |
| Globodox Send To |
| Globodox Login Manager |
| Report Generator |
| Manage Email Messages in Globodox |
| Command Line Options |
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