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Docstream
The right information at the right moment.
Logging in
Projects module
- How do I use the Layout Projects module in Docstream?
- How do I use the Navigation in Docstream?
- How do I use the View selection to view new documents in Docstream?
- How do I create a document overview in Docstream?
- How do I use the Action menus?
- How do I change the Module selection in Docstream?
- How do I use the file properties overview in Docstream?
- How do I view file versions in Docstream?
- How do I search for documents in Docstream?
Folders
- How do I move a folder?
- How do I create a new folder?
- How do I create a folderlink?
- How do I create a new folder from a template?
- How do I create a Folder overview in Docstream?
- How do I use the folder properties?
- How do I create favorites folders in Docstream?
- How do I create a Rights matrix?
- How do I create folderrights?
- How do I delete a folder?
- How do I export a folder?
Files
- How do I comment on files?
- How do I create a new document from a template?
- How can I create a documentlink?
- How can I edit files?
- How do I link a new stamp?
- How do I use the file version screen?
- How do I import a file?
- How can I share a selection of files?
- How do I copy, cut and paste files?
- How do I unlock files?
- How do I delete files?
- How do I mark files?
- How do I stamp a file?
- How can I remove a draft?
- How can I edit the document properties?
- Hoe can I give files a status?
- How do I stamp a QR-code on a document?
- How do I download a single file?
- How do I import a file as a new version?
Messages module
- How can I use the Layout Messages module?
- How do I send a new message in Docstream?
- How can I reply to a message?
- How can I make a note on a message?
- How can I forward a message?
- How do I mark messages?
- How do I use the Attachment Action menu?
- How can I cut and paste massages?
- How do I search for a message?
- How do I delete messages?
- How can I view a message in All messages?
Contacts module
Procedures module
- How do I start a new procedure?
- How can I create a new procedure template?
- How do I reject an active procedure step?
- How can I edit procedure documents?
- How do I create new procedures from a file selection?
- How can I delete procedures?
- How do I export procedures?
- How do I delete procedure templates?
- How do I use the layout of the Procedures module?
- How do I modify Procedure templates?
- How can I automatically start a new procedure?
- How do I mark an active procedure step as Ready?
Tools
- How do I use the option for Property set configuration?
- How do add Projects under Projects management and how can I edit them?
- How do I use the "Login as user" option?
- How do I use the Dynamic field administration option in Docstream?
- How do I add Print offices on the Docstream website?
- How do I change my language settings in Docstream?
- How do I link an External account to my Docstream website?
- How can I edit User information on the Docstream website?
- How do I use Format management on the Docstream website?
- How do I edit my Settings on the Docstream website?
- How do I manage domain tables on the Docstream website?
- How do I use the Customerdata configuration option on the Docstream website?
- How do I add Users & Groups in Docstream?
- How do I add new Companies on the Docstream website?