"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
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)
Starting and Stopping the Server
Watch how to start and stop the DocMoto server.
Watch how to add email, including attachments, to DocMoto.
How to search DocMoto quickly.
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)
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 use an import profile (New for v 2.5)
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.