So you have spent a lot of time, resources and negotiations to finalise the offer or proposal for a potential new client, that all important document with so much information and details is ready to be sent…
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Today we explain in a six-minute video how to automatically generate documents using Microsoft Office templates in R2 Docuo.
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R2 Docuo 1.7.4 brings new settings for the “Users / Collaborators” fields, a new service administration website and important performance improvements.
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Here at R2 Docuo we value your opinions and the service you receive. We also use the software daily to keep ourselves in your shoes at all times so if things do not go the way you expect we are here for you!
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Most repetitive actions in a company’s office processes can be automated reducing costs and possible human errors.
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In a four-minute video we explain how to relate document categories (whether or not they have a main file), to create a powerful database with R2 Docuo.
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With the countless amount of data and documents in any ECM software it is not always easy to see how and which are connected.
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Every company needs to communicate in many different ways and for many different reasons be it in the same office building or another office in a different country.
Read more ›R2 Docuo 1.7.3 brings the new field type “Users / Collaborators”, the state change links and the restriction of drop-down lists as main characters. In this post we tell you everything in detail. Check it out!
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In six minutes we explain how to use the feature best valued by the users of R2 Docuo: The configuration of workflows to control your business processes in a simple and visual way.
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In this post I am going to show you one of the most useful functionalities of R2 Docuo and at the same time one of the least used, the creation of queries to filter documents that meet certain conditions, range of dates, name of the client, amount of a certain field ,etc.
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In this tutorial we explain how to create custom data fields (Metadata) for a document category. With this technique you can use R2 Docuo as a database. Far beyond a simple file container.
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