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    d.velop documents: User
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    In this documentation

    • Getting started with searching for and finding information
      • Useful things to know about the full-text search with search operators
      • Searching with quotation marks
      • Searching with the vertical line (OR operator)
      • Excluding search terms
      • Searching with wildcards
      • Searching with special characters
      • Searching with word separators
      • Searching with brackets
      • Searching with a backslash
    • Getting started with storing and saving documents
      • Automatic saving of documents in dossiers
      • Manual saving of items in dossiers
      • Tip: Saving items using a template
      • Applying property values when saving several documents
    • Getting started with working with documents
      • Concluding the processing of a document
      • Updating document properties
      • Editing documents in a local file
      • Editing documents directly from an Office application
      • Working on Office 365 documents collaboratively
      • Working with d.velop pages
      • Working with comments and visual annotations in PDF documents
      • Working with stamp templates
      • Adding and modifying visual annotations and images in PDF documents
      • Adding and modifying comments in PDF documents
      • Merging comments with the document
      • Redacting document content
    • Getting started with working with the result list
      • Adding and modifying visual annotations and images in PDF documents
      • Changing the view of the results list
      • Displaying the dossier in which a document is located
      • Filtering the properties in the results list table view
      • Grouping results in the result list
      • Navigating in dossiers using dossier structures
      • Sorting results using several properties in the table view
      • Sorting or grouping results by multi-value property in the table view
      • Saving the column order in the table view
      • Working with layouts
      • Tip: Grouping, filtering or sorting and using a column function for a multi-value property at the same time
      • Tip: Loading all contents of a dossier entirely
    • Getting started with managing your lists in the personal space
      • Watching events in search templates
      • Creating a search template
      • Creating a template for saving files
      • Creating a new folder in "Search templates"
      • Saving a storage template under a different name
      • Saving a search template under a different name
      • Saving a search history item as search template
      • Sharing storage templates with a team
      • Sharing search templates in the team
      • Things to know about saved search operations
    • Getting started with working with tasks
      • Defining a delegate for certain task types
      • Withdrawing a task already adopted by another user
      • Creating a task for a document
      • For experts: Displaying the task lists of other users
      • For experts: Excluding delegation for certain task types
      • For experts: Defining delegate rules for certain task types
      • Tip: Completing tasks as a delegate
      • Forwarding a task to another person
      • Useful information about task lists
    • Getting started with scanning paper documents and recording e-mails
      • Creating and completing a new batch
      • Opening existing batches
      • Downloading documents in a batch
      • Post-processing: Changing a document name in a batch
      • Post-processing: Rotating pages in a batch
      • Post-processing: Adding document separators in a batch
      • Post-processing: Correcting completed batches
      • Post-processing: Deleting pages in a batch
      • Post-processing: Manually assigning categories and properties (in document batches)
      • Post-processing: Moving pages within a batch
      • Storing scanned documents in a document management system
      • For experts: Adding a scanner
      • For experts: Sharing scanners on the network
    • Getting started with sharing documents with other people
      • Sending a document copy by e-mail
      • Sending a link to a document by e-mail
      • Sharing documents outside your organization
      • Updating documents that you have shared with external people
      • Managing shared documents
    • Frequently asked questions about working with d.velop documents
      • Can I group, filter or sort by a keyword function and use a column function for a multi-value property at the same time?
      • Does the use of uppercase and lowercase spelling matter in the search?
      • Why can I not see the context action “Combine into PDF file”?
      • Why are certain categories shown to me first when storing?
      • What is a context action?
      • What is a generated document?
      • What are activities?
      • What are general and advanced properties and categories?
      • What is searched during a full-text search?
      • What short forms for date entries can I use when storing or searching?
      • Which media and file formats can I display?
      • How do I activate two-step login?
      • How do I work with the dashboard?
      • How do I end the validity period for the link to a shared document?
      • How do I deactivate two-step login?
      • How do I create and manage thematic lists?
      • How do I export the properties for the contents of a dossier?
      • How do I find documents with a due date in the future?
      • How can I merge multiple documents into one PDF file?
      • Where can I find activities related to documents and dossiers?
      • Where can I find my personal activities?
      • Where can I define my own settings for functions?
      • What is the purpose of keywords in the properties of a document?
      • What is the purpose of the perspective "Process"?
      • How can I use the search to display all documents?
      • How do I customize the color theme?
      • You can find further information on merging PDFs in the d.velop documents collector user manual.
      • How do I use a FIDO2 login?
      • Can I watch a video?
      • Can I hide comments in a PDF document?
      • What do the icons mean for the file formats?
      • How do I link a document to a dossier?
      • Where can I find the list of documents to be linked?
      • Which media and file formats can I display?
      • Can I hide comments in a PDF document?
    • Tips and tricks
      • Configuring notifications
      • For experts: Activating feature previews
      • For experts: Giving feedback
    • Additional information sources and imprint
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      Help us become better!

      Your opinion matters. Please share your feedback with us

      • ContentIncomplete or incorrect information
      • ProductAbout d.velop documents
      • OtherPortal, design, navigation or search
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      Send

      Providing your e-mail address is voluntary and will only be used for further inquiries. You can find more information in our privacy policy.
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