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

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

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

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

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

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 user

Useful information about task lists

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

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

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.

For experts: Activating feature previews

For experts: Giving feedback