"How to" Video Collection

These videos can be used as both a training aid and for prospective users to get a better understanding of some of DocMoto's key concepts.

To get the most from each video you will need speakers or headphones.

NB: You may need to set the volume to a high level to ensure you are able to hear the audio.

Connecting to DocMoto

Follow a step by step tutorial on connecting to DocMoto.

Creating a new document within DocMoto (New for v 2.5)

How to create a new document within DocMoto. Also shows the use of document templates and file monitoring.

Adding an existing file to DocMoto

How to add an existing file from your file system.

Checking In and Out

Learn how to check a file in and out of DocMoto.

How to improve the check-out process (New for v 2.5)

Learn how to improve the check-out process in version 2.5.

Checking In and Out with File Monitoring (New for v 2.5)

See how this fundamental operation becomes much simpler in DocMoto version 2.5

Starting and Stopping the Server

Watch how to start and stop the DocMoto server.

Adding Email

Watch how to add email, including attachments, to DocMoto.

Quick Searching

How to search DocMoto quickly.

Advanced Query

Introduction in how to query your DocMoto repository.

Users and Groups

Learn how to set up users and groups in DocMoto.

Introduction to Permissions

Introduction in to how to set up and use security in DocMoto

How to create a document template (New for v 2.5)

How to create a new document template within DocMoto.

Introduction to Tags

Introduction in to how to create and use Tags in DocMoto

How to create an import profile (New for v 2.5)

How to create a new import profile (for handling scans etc) within DocMoto.

How to use an import profile (New for v 2.5)

How to use an import profile within DocMoto.

Understanding warning symbols - Import profiles (New for v 2.5)

An explanation of the warning symbols used when building an import profile.

Controlling the import profile menu (New for v 2.5)

Learn how to create easily navigable menus when building an import profile.

Restricting access to an import profile (New for v 2.5)

Learn how to restrict access to an import profile.

Import profile advanced settings (New for v 2.5)

Learn about the advanced settings for an import profile.