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    User manual for d.3one and d.velop documents
    Search documentation Ctrl K
    2024.q3
    Basic information on the application and the manual
    About d.3one
    Getting started
    Working with widgets in the dashboard
    Find contents using properties and categories
    Finding contents using keywords
    Things to know about searching
    Things to know about searching using facets
    Things to know about search operators and wildcard characters
    More functions and settings
    Concluding the processing of a document
    Update properties
    Changing the category of an item
    Displaying an item in the associated dossier
    Displaying documents during editing
    Working with comments and visual annotations in PDF documents
    Working with stamp templates
    Automatic saving of documents in dossiers
    Editing a document in a local file
    Editing documents
    Editing documents in an Office application
    Creating a new dossier
    Creating a new search template
    Creating a new version of a document with alteration text
    Exporting the properties of several items
    Finding items using figures in specific ranges
    Customizing the color theme
    Manual saving of items in dossiers
    Saving files with the “Storage” feature
    Saving items using a template
    Merging documents into a PDF file
    Using the accessibility settings
    Tip of the Day
    Things to know about keyboard control in the table view
    Creating a storage template
    Working with workflows and documents
    Selecting other languages
    Watching events in search templates
    Watching events related to an item
    Directly printing PDF documents in the browser
    Direct closure of the storage dialog after saving a document
    Creating a template for creating dossiers
    Configuring notification settings
    Finding items using the calendar function
    Working on Office documents collaboratively
    Adding and modifying visual annotations and images in PDF documents
    Adding and modifying comments in PDF documents
    Quickly marking list entries in PDF documents
    Saving a search template under a different name
    Saving an existing storage template under a different name
    Saving a search history item as search template
    Saving a search operation as a favorite in the browser
    Sharing storage templates
    Sharing search templates in the team
    Applying property values when saving several documents
    Managing e-mail notification settings
    Loading all contents of a dossier entirely
    How do I group the results in the table view?
    How do I sort the results using several properties in the table view?
    Things to know about date fields in the “Storage” feature
    Things to know about short forms for dates
    Things to know about the federated search with Windows Explorer (OpenSearch)
    Things to know about searching with relative dates
    Things to know about searching for specific numerical value ranges
    Things to know about keyboard controls in the storage area
    Useful information to know about keyboard controls in the list views in the Search and Personal space features
    Things to know about keyboard control in the table view
    Collaborating using commented PDF documents
    Compiling thematic lists for documents and dossiers
    Frequently asked questions
    How do I delete search templates?
    Can I double-save an item?
    Can I watch a video?
    Can I hide comments in a PDF document?
    Why do the facets change time and again?
    Why does it take so long to download a document?
    Why can I not collect all items in a PDF file?
    Why can I not see the context action “Combine into PDF file”?
    Why are certain categories shown to me first when storing?
    What do the icons of the context actions mean?
    What do the numbers next to the properties mean?
    What does the plus sign on the “Notes” perspective mean?
    What does the plus sign mean beside a figure in the properties?
    What is the process portal?
    What is a perspective of an item?
    What is a context action?
    What is a saved search operation?
    What are general and advanced properties and categories?
    What do the icons mean for the file formats?
    Which placeholders are there for search, e.g. inexact search, empty values, either-or search?
    How do I change the title and storage location of a search template?
    How do I determine time periods in the past dynamically for a search?
    How do I determine time periods in the future dynamically for a search?
    How do I disable watched events for a single item?
    How do I create a new dossier in “search templates”?
    How do I find the dossiers in which an item is found?
    How do I find items with a date in the past or future from the perspective of “today”?
    How do I get to another d.3 repository?
    How can I prevent the printing of headers and footers in the browser?
    How can I prevent being asked to log in repeatedly?
    How do I copy the d.3 notes for an item?
    How do I empty the search history?
    How do I delete an item?
    How do I navigate through dossiers?
    How do I sort the results in the list view?
    Why is the document not shown to me?
    How do I always start the search with the same search criteria?
    Is the electronic signature checked when displaying?
    What is the purpose of search templates?
    What is the purpose of the document status?
    How do I display fewer properties for a document?
    What is the purpose of the “Tasks and Messages” feature?
    What is the purpose of the “Personal area” feature?
    How do I save the column sequence in the table view?
    How do I change the view of the results list?
    What happens when filtering the properties in the table view?
    How do I group the results in the table view?
    Why do I see neither icons or lettering for functions in the table view in IBM Notes?
    What is a generated document?
    Why is the document shown in PDF format, even though the document is a Word file?
    What is the purpose of storage templates?
    How do I delete a storage template?
    Where can I find my templates and lists?
    Where can I find my favorites?
    Why are my Microsoft Office templates saved as documents?
    How do I activate d.3one functions in Microsoft Office?
    What is the purpose of keywords in the properties of a document?
    How do I store Microsoft Office documents in dossiers?
    How do I create a document using a Microsoft Word template?
    How do I store a local Microsoft Office document in different d.3 categories?
    How do I store Microsoft Office documents in a d.3 repository?
    How do I update a Microsoft Office document in a d.3 repository?
    How do I export the properties for the contents of a dossier?
    How do I link a document to a dossier?
    How do I remove documents from a dossier?
    Where can I find the list of documents to be linked?
    Where can I define my own settings for functions?
    Which media and file formats can I display?
    How do I group, sort or filter results by multi-value property in the table view?
    Can I group, filter or sort by a keyword function and use a column function for a multi-value property at the same time?
    Additional information sources and imprint
    User manual for d.3one and d.velop documents
    Search documentation Ctrl K
    2024.q3
    Basic information on the application and the manual
    About d.3one
    Getting started
    Working with widgets in the dashboard
    Find contents using properties and categories
    Finding contents using keywords
    Things to know about searching
    Things to know about searching using facets
    Things to know about search operators and wildcard characters
    More functions and settings
    Concluding the processing of a document
    Update properties
    Changing the category of an item
    Displaying an item in the associated dossier
    Displaying documents during editing
    Working with comments and visual annotations in PDF documents
    Working with stamp templates
    Automatic saving of documents in dossiers
    Editing a document in a local file
    Editing documents
    Editing documents in an Office application
    Creating a new dossier
    Creating a new search template
    Creating a new version of a document with alteration text
    Exporting the properties of several items
    Finding items using figures in specific ranges
    Customizing the color theme
    Manual saving of items in dossiers
    Saving files with the “Storage” feature
    Saving items using a template
    Merging documents into a PDF file
    Using the accessibility settings
    Tip of the Day
    Things to know about keyboard control in the table view
    Creating a storage template
    Working with workflows and documents
    Selecting other languages
    Watching events in search templates
    Watching events related to an item
    Directly printing PDF documents in the browser
    Direct closure of the storage dialog after saving a document
    Creating a template for creating dossiers
    Configuring notification settings
    Finding items using the calendar function
    Working on Office documents collaboratively
    Adding and modifying visual annotations and images in PDF documents
    Adding and modifying comments in PDF documents
    Quickly marking list entries in PDF documents
    Saving a search template under a different name
    Saving an existing storage template under a different name
    Saving a search history item as search template
    Saving a search operation as a favorite in the browser
    Sharing storage templates
    Sharing search templates in the team
    Applying property values when saving several documents
    Managing e-mail notification settings
    Loading all contents of a dossier entirely
    How do I group the results in the table view?
    How do I sort the results using several properties in the table view?
    Things to know about date fields in the “Storage” feature
    Things to know about short forms for dates
    Things to know about the federated search with Windows Explorer (OpenSearch)
    Things to know about searching with relative dates
    Things to know about searching for specific numerical value ranges
    Things to know about keyboard controls in the storage area
    Useful information to know about keyboard controls in the list views in the Search and Personal space features
    Things to know about keyboard control in the table view
    Collaborating using commented PDF documents
    Compiling thematic lists for documents and dossiers
    Frequently asked questions
    How do I delete search templates?
    Can I double-save an item?
    Can I watch a video?
    Can I hide comments in a PDF document?
    Why do the facets change time and again?
    Why does it take so long to download a document?
    Why can I not collect all items in a PDF file?
    Why can I not see the context action “Combine into PDF file”?
    Why are certain categories shown to me first when storing?
    What do the icons of the context actions mean?
    What do the numbers next to the properties mean?
    What does the plus sign on the “Notes” perspective mean?
    What does the plus sign mean beside a figure in the properties?
    What is the process portal?
    What is a perspective of an item?
    What is a context action?
    What is a saved search operation?
    What are general and advanced properties and categories?
    What do the icons mean for the file formats?
    Which placeholders are there for search, e.g. inexact search, empty values, either-or search?
    How do I change the title and storage location of a search template?
    How do I determine time periods in the past dynamically for a search?
    How do I determine time periods in the future dynamically for a search?
    How do I disable watched events for a single item?
    How do I create a new dossier in “search templates”?
    How do I find the dossiers in which an item is found?
    How do I find items with a date in the past or future from the perspective of “today”?
    How do I get to another d.3 repository?
    How can I prevent the printing of headers and footers in the browser?
    How can I prevent being asked to log in repeatedly?
    How do I copy the d.3 notes for an item?
    How do I empty the search history?
    How do I delete an item?
    How do I navigate through dossiers?
    How do I sort the results in the list view?
    Why is the document not shown to me?
    How do I always start the search with the same search criteria?
    Is the electronic signature checked when displaying?
    What is the purpose of search templates?
    What is the purpose of the document status?
    How do I display fewer properties for a document?
    What is the purpose of the “Tasks and Messages” feature?
    What is the purpose of the “Personal area” feature?
    How do I save the column sequence in the table view?
    How do I change the view of the results list?
    What happens when filtering the properties in the table view?
    How do I group the results in the table view?
    Why do I see neither icons or lettering for functions in the table view in IBM Notes?
    What is a generated document?
    Why is the document shown in PDF format, even though the document is a Word file?
    What is the purpose of storage templates?
    How do I delete a storage template?
    Where can I find my templates and lists?
    Where can I find my favorites?
    Why are my Microsoft Office templates saved as documents?
    How do I activate d.3one functions in Microsoft Office?
    What is the purpose of keywords in the properties of a document?
    How do I store Microsoft Office documents in dossiers?
    How do I create a document using a Microsoft Word template?
    How do I store a local Microsoft Office document in different d.3 categories?
    How do I store Microsoft Office documents in a d.3 repository?
    How do I update a Microsoft Office document in a d.3 repository?
    How do I export the properties for the contents of a dossier?
    How do I link a document to a dossier?
    How do I remove documents from a dossier?
    Where can I find the list of documents to be linked?
    Where can I define my own settings for functions?
    Which media and file formats can I display?
    How do I group, sort or filter results by multi-value property in the table view?
    Can I group, filter or sort by a keyword function and use a column function for a multi-value property at the same time?
    Additional information sources and imprint
    Basic information on the application and the manual
    Getting started
    More functions and settings
    Tip of the Day
    Frequently asked questions
    Additional information sources and imprint
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    • Feedback

      Help us become better!

      Your opinion matters. Please share your feedback with us

      • Content (e.g. incomplete, unclear or incorrect information)
      • Software product
      • Other (e.g. design, navigation or search)
      How satisfied are you with the topic?
      I am not satisfiedI am satisfied
      Your feedback is important to us, even if we cannot always respondSend

      Providing your e-mail address is voluntary and will only be used for further inquiries. You can find more information in our privacy policy.
      Please select at least one category and provide a rating
      Try again
      Thank you for your feedback!Submit another feedback
      An error occurred while sending your feedback. Please try again later
      Try again