Globodox Help

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Globodox Help

Getting Started - If you are using for the first time

Follow the step by step guide to learn the basic usage of Globodox


Add a document

Add from disk, Find and Add and more...
 

Scan and add a Document
Scan and single document, Batch Scan and more...
 

Index documents

What is Data Fields, Add fields, Create stacks and more...
 

Folders
Create Folders, Add documents to a folder and more...

 

Tags
What are Tags, Create Tags and more...
 

Document Types
What are Document Types, Create Document Types and more...

 

Stack Types
What are Stacks, Create Folders and more...
 

Documents
Open, View, Edit, Change layout and more...

 

Annotation

Add sticky notes, Insert Stamp, Highlight text and more...
 

Search a document

Quick Search, Advanced Search and more...

 

Zone Maps

What is Zone Map, Create Zone Maps and more...
 

Templates, Themes and Profiles

Create Templates, Create Themes, Create Profiles and more...
 

Document Check-in/Check out

What is Check-in/Checkout, Checkout a document and more...
 

Document Versioning

What is document Versioning, Create versions and more...

 

Document Encryption

What is Encryption, Encrypting a document and more...
 

Globodox DB

Create DB, Open DB, Modify DB and more...
 

Command Line options

Run Globodox in maintenance mode
 

Customizing Globodox
Customize Globodox

 

Security Basics
Learn about Globodox Security
 

Globodox Security
Users, Groups, Roles, Privileges, Security Label and more...
 

Tasks and Messages
Send Messages, Send documents for approval and more...
 

Globodox Workflow
Create Workflows, Approve documents and more...
 

Backup and Restore

Back-up, Restore and more...
 

Export and Import data

Export, Import and more...
 

Report Generator
Generate reports in Globodox

Manage Emails in Globodox
Manage emails using Email Capture

 
 

 


Page URL: https://www.globodox.com/support/help/index.htm?globodox_main_help.htm