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DOCOVA V4 – Nov 7 Webinar Recap

Here is a video recap of the webinar held Nov 7 showing the new features in DOCOVA V4.  If you have an associate who was not able to attend the webinar feel free to forward this post to them.

Video clips are typically 1 – 3 minutes in length.

For better viewing you can increase the resolution of the video by using the control on the YouTube menu.

Introduction

Tabbed Interface

Open in Edit Mode

Global Search Filtering

File Sync Setup

File Sync Demo

File Sync Workflow Processing

DOCOVA V4 Mobile Intro

DOCOVA Lite

DOCOVA for Android and iOS

Autofile Rules

Attachment Recovery

Export Folders and Files

Combine Documents

 

 

By |November 11th, 2013|Product Preview|Comments Off on DOCOVA V4 – Nov 7 Webinar Recap

DOCOVA V3.5 Preview: Document Activities

DOCOVA V3.5 includes Document Activities, tasks that are tied to a particular document(s).  Activities allow you to notify a user of an action that requires attention or a response regarding a particular DOCOVA document.

Creating Activities

A document owner may create an Activity for a particular document and assign that Activity to a user or group of users by using the Activity button at the top right of a document.

Viewing Activities

Activities will appear in one of three places.

Pending activities will appear (if configured) on a recipients’ DOCOVA Home Page.

Pending activities will appear as a floating list when the document is opened.

Pending and Completed Activities will appear in the Document Activities tab in the More section of a Document.

Completing Activities

Users complete their activities by clicking on the activity description, and then selecting the Done button.

Activities can require an Acknowledgement. Once an Activity has been completed, it is removed from the activities list on the document and on the Home Page.

Note: Activities are not emailed to recipients.  Users will only see their activities within the DOCOVA interface. (see viewing activities below for details)

 

By |November 5th, 2012|Product Preview, Product Updates|Comments Off on DOCOVA V3.5 Preview: Document Activities

DOCOVA V3.5 Preview: Document or Image Thumbnails

The file attachment manager (file uploader) has been modified in DOCOVA V3.5 to provide the creation of thumbnail images for attachments

Thumbnail images are displayed as a column in a folder perspective in line with the DOCOVA document information. The display format is in a row-by-row format (as is the current DOCOVA folder display method).  Users have the ability to insert the Thumbnail column in any of their custom perspectives.

A special Thumbnails folder perspective is also available which displays the thumbnail images in a list. Learn more about the Thumbnail feature by watching the DOCOVA V3.5 overview video

By |October 31st, 2012|Product Preview, Product Updates|Comments Off on DOCOVA V3.5 Preview: Document or Image Thumbnails