Tutorial 1: How to upload files

This video shows how files are loaded to R2 Docuo using the desktop application for Windows or the web portal.

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Tutorial 2: How to edit files

In this video, R2 Docuo automatic editing is explained. This feature lets you work with your files in the cloud as if they were on your desktop.

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Tutorial 3: How to create user accounts

This tutorial explains how to create and manage user and collaborator accounts in R2 Docuo. It also explains the differences between the two account types.

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Tutorial 4: How to create, move & delete folders

We explain how folders are managed from the desktop application showing examples on how to create, modify, delete or move them.

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Tutorial 5: How to configure folder permissions

We explain step by step how to configure security for folders in R2 Docuo, for both users and collaborators. You don’t need advanced technical knowledge to configure security, just select a folder and choose who we want to see, edit or delete its contents. We also show how delegated permissions work and how to check the effective permissions of a folder (useful when working with groups).

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Tutorial 6: How to personalize the appearance of the web portal

In this tutorial we will see how to apply your corporate image to R2 Docuo. This way you can link the web portal from your website and create a file sharing site, download area, client area or any other application.

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Tutorial 7: How to share files through links

This tutorial explains how to create download links for files stored in R2 Docuo. Public Links allow anyone to download files safely, simply knowing the link. You can also protect these links with password or expiration

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Tutorial 8: How to receive notifications when someone uploads new files

Starting from a typical file sharing folder structure for our clients to upload and download files, in this tutorial we explain step by step how to configure automatic notifications by email so that we know when any client upload a file, download an existing one or any other event in his or her folder

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Tutorial 9: How to sign PDF files electronically

In this tutorial we see how to upload a digital certificate to R2 Docuo (such as those issued by the FNMT in Spain) and how to electronically sign PDF files with it. The administrator imports the certificate, creates the signature and sets permissions so other users can use it to sign files with one click.

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Tutorial 10: How to scan documents

You just need a scanner installed in your workstation. The “Scan…” button will appear in the button bar and will allow you to upload documents directly from your scanner tray to R2 Docuo in PDF format

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Tutorial 11: The details window of a document

In this tutorial we discover the document details window with all its options: metadata fields, attachments and collaboration features (comments, reminders and tasks). At the end of the video we reveal some tricks for administrators (properties and history window).

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Tutorial 12: How to create a document category

In this tutorial we explain how to create your first document category and how to use it to organize your files and documents by their documentary type, beyond the classic folder structure. We introduce the categories view, one of the key elements of R2 Docuo.

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Tutorial 13: How to setup metadata

In this tutorial we explain how to create metadata fields for your document categories in the category wizard. Metadata fields are a key feature in R2 Docuo in order to enhance document search, custom queries creation, automatic document generation using document templates and custom document views (defining columns that can be exported as Excel files).

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Tutorial 14: Workflows

In 6 minutes we explain how to use the best valued feature of R2 Docuo: Workflow configuration in order to control your business processes in a simple and visual way.

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Tutorial 15: How to relate Document Categories

In this tutorial we explain how to relate document categories in R2 Docuo to build a relational database that allows you to reuse your company’s information in the most efficient way.

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Tutorial 16: Automatic document generation using templates

In this tutorial we learn how to generate Microsoft Office documents automatically (offers, contracts, etc.) using the metadata stored in R2 Docuo. Create templates and convert to PDF or even digitally sign the generated files.

Finally we show how to automate all these actions through the R2 Docuo workflow feature.

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Tutorial 17: Version control

In this tutorial we learn how to configure a document category so it keeps track of any official changes on its documents through a version number (1.0, 2.0 and so).

We will see how you can work in a version draft while the published version is still available for your users and how it becomes obsolete when the new version draft is finally published.

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Tutorial 18: Data collection web forms

Learn to create web forms for your customers, users or collaborators in minutes. In this tutorial we will see how to select fields, customize appearance and configure security for your data collection forms. The applications are endless: Support tickets, requests, suggestions … etc.

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Tutorial 19: Automatic emails & Notifications

In this tutorial we learn how to compose automatic emails and mobile notifications using templates. We will also review how to trigger this automatic emails & notifications so users receive it when their turn comes in the workflow.

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Tutorial 20: Workflow automation

In this tutorial you will learn how to configure R2 Docuo workflows so that document states change automatically when a given condition is met. You will also setup automatic actions that will be executed together with those transitions.

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