| Sohodox Help |
 | Introduction |
| What is Sohodox |
| What's New in Sohodox |
| System Requirements |
| Bug Fixes |
| For users upgrading from Version 5,6,7 or 8 |
| Introduction to changes in Sohodox 9 |
| For users upgrading from versions earlier than version 5 |
| Introduction to new concepts in Sohodox |
| FAQ's for users using doQuments Professional Edition |
| Getting Started |
| Managing your documents |
| Security Basics |
| Working with Sohodox |
| Where does Sohodox store all my data? |
| Home Tab |
| Tools Tab |
| Add a document |
| Drag and drop a document |
| Add documents from disk |
| Advanced File Addition dialog |
| Add a document to Sohodox drive |
| Add your existing folder structure along with files from disk |
| Find and Add documents |
| Drag and drop text from a document |
| Drag and drop image from a web page |
| Replace document from disk |
| Scanning Documents |
| 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 a color document |
| Virtual Duplex Scanning mode |
| Import Scanned Files from Folder |
| Specify Document Title of the scanned document |
| Insert a page to a PDF or TIFF document |
| Save the frequently used Scan Settings as a Scan Profile |
| Merge two or more scanned documents |
| Replace Document by Scanning |
| Automate the Scan Process |
| Enhance Scanned Documents |
| 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 |
| Share documents |
| Assign documents to another user |
| Delete a Document |
| Email a Document |
| Email indexing data with document |
| Link one Document with another Document |
| Break Links of a Document |
| Enter Comments for a Document |
| Burn documents on a CD |
| Print a Document |
| Export Documents |
| Drag and drop documents from Sohodox to a folder |
| Print the indexed information of a document |
| 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 |
| Index Documents |
| What are Data Fields |
| Data Fields - FAQ |
| Fields tab |
| Create Data Fields for Document Types |
| Example |
| Enter Indexing Information of 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 a Document Type of a Document |
| Delete a Document Type |
| Folders |
| What are Folders |
| Folders - FAQ |
| Create a new Folder |
| Create a Sub-Folder |
| Drag and Drop a Folder |
| Clone a Sohodox Folder structure |
| Drag and Drop Documents to a Folder |
| Search a Folder |
| Export a Folder |
| Restrict Users form viewing your Folders |
| Add documents to a Folder |
| Add a document to multiple folders |
| Add existing folder structure to Sohodox |
| Add folder structure along with files from disk |
| Change the Folder of a Document |
| Delete a Folder |
| 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 |
| Dropbox Integration |
| Basics |
| Enable Dropbox Integration |
| Add Sohodox documents to Dropbox |
| Remove Sohodox documents from Dropbox |
| Add documents to Sohodox via Dropbox |
| Update Dropbox with a file modified in Sohodox |
| Update Sohodox with a file modified in Dropbox |
| Sync the Dropbox tag in Sohodox |
| Sohodox & Dropbox in a multi-user scenario |
| 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 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 |
| Change the preferred indexing method |
| Save a Search criteria |
| Prompt user for the condition value when applying a saved search |
| Print the Search Results along with the Query Conditions |
| Export the Search Result |
| Import the Exported Search Result |
| Annotation |
| What is Annotation? |
| Underline Words or Sentences on a document |
| Highlight Words on a document |
| Mark Area using Rectangles and Circles |
| Add Sticky Notes on a documents |
| Place a Bookmark on a document |
| Place a watermark on a document |
| Place a Stamp on a document |
| Place a Signature on a document |
| Annotate the Document permanently |
| Print Document along with the 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 |
| Sohodox DB |
| What is a Sohodox DB? |
| Multi-User Config File |
| Sohodox DB- FAQ |
| Advantages of using SQL Server Standard over SQL Express |
| Create a new DB |
| Convert your Sohodox DB to MS SQL Server Express based DB |
| File Stores |
| Learn about File Stores |
| Add a new File Store |
| Change the Default File Store |
| Move File Store to another location |
| Configure Sohodox DB for multi-machine environment |
| Users |
| Learn about Users |
| Create a User Account |
| Lock a User account |
| Deactivate a User Account |
| Disconnect an Active User |
| Set Password Policies for Users |
| Export and Import data |
| Export Data |
| Export data to a CSV file |
| Export data to a HTML file |
| Export data to a Excel file |
| Export data to a 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 a CSV file |
| Import data from Paperport |
| Local Capture Folder |
| Backup and Restore |
| Backup and Restore Utility |
| Manually backup a Sohodox DB |
| Manually restore a backed-up DB |
| Customizing Sohodox |
| Options Window |
| Change Sohodox Main View layout |
| Customize List View Pane |
| Hide Details pane |
| Specify the node to be selected on startup |
| Sohodox Companion Apps |
| Sohodox Server |
| Sohodox Mobile App |
| Capture Folders |
| Sohodox Drive |
| Sohodox Virtual Printer |
| Sohodox Send To |
| Sohodox Login Manager |
| Report Generator |
| Manage Email in Sohodox |
| Command line options |
Copyright © Sohodox 2000 - 2019