Index


1  Help organization

2  What you need to get started

3  How to download the R2 Docuo desktop application

4  How to upload documents

5  How to create additional users and collaborators

6  How to login to the R2 Docuo web portal

7  How to customize the R2 Docuo web portal

8  How to create a document category and its workflow

9  How to obtain support


Help organization


Getting started

This section introduces you to the first steps to using R2 Docuo. It is a quick start guide so you can start working with the tool in just a few minutes.

The desktop application

In this section you will find detailed information on how to use the R2 docuo desktop application in order to share, edit or delete documents, to assign categories to documents, or to move documents through the different states of a process.

The web portal

This section provides detailed information on how to use the R2 Docuo web portal with all its functionalities.

Administrator guide

This section shows you how to create new folders, categories, users or collaborators, setup user permissions and the main options available for configuring the tool.


What you need to get started


To start using R2 Docuo you need a repository identifier, a user and a password.

If this data is not yet available, the service operator can register in the customer area of the R2 Docuo web site and follow the steps indicated to obtain login details.

Users or collaborators of an existing repository can request this information from the application's administrator.


How to download the R2 Docuo desktop application


  1. Download R2 Docuo from the R2 Docuo web site.
  2. Run the program.
  3. Once the installation process has started, accept all default settings by clicking "Next".
  4. When installation ends double-click on the R2 Docuo icon that will have appeared on the desktop.
  5. Enter the user name and password used to register to start the trial period.


How to upload documents


From the R2 Docuo desktop application select the folder to which the documents will be uploaded and drag them from the PC to the list of results.

For more information click here.


How to create additional users and collaborators


Users / collaborators are created from the R2 Docuo desktop application in three simple steps:

  1. From the main window of the R2 Docuo desktop application open click on the spanner to open the user or collaborator administrator as applicable.
  2. Click "New user".
  3. Fill in the requested details and click Ok.

For more information click here.


How to login to the R2 Docuo web portal


  1. Enter the address https://portal.r2docuo.com/repositoryname
  2. Enter the user and password and login.

For more information click here.


How to customize the R2 Docuo web portal


  1. From "My account" in the customer space of the R2 Docuo web site click "Configure".
  2. In the Appearance section click "Change appearance" .
  3. Make the required changes and save.


How to create a document category and its workflow.


  1. From the categories tree in the R2 Docuo desktop application (purple folder) open the category manager by clicking on the cog icon.
  2. Click "New category".
  3. Enter the name and required code.
  4. If necessary, create fields and attributes.
  5. In the process step check "Define a process for this category".
  6. Change the name of the states and transitions by double-clicking on them and Finish.

For more information click here.


How to obtain support


Under the 'My account' heading of the customer area in the R2 Docuo web site use the "Support" section to report incidents with the application or to query open tickets.