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
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
Open a Document
Edit a Document
View Documents as Thumbnails
Delete a Document
Email a 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
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
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
Task and Messages
Introduction
Route
Send a Document for Approval
Send a Message to Globodox Users
Approve a Document
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
Monitor a Workflow
Modify a Workflow
Clone a Workflow
Delete a Workflow
Export a Workflow Log to CSV File
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

Copyright © Globodox 2000 - 2017