Contents

• Eliminate Paper Chaos with DocPoint
  • Welcome to DocPoint
    • Benefits
    • Features
  
  
• Installation & Setup
  • Installation
    • Installing DocPoint Personal Edition
    • Installing DocPoint Professional/Corporate Edition
      • Get Ready to Install DocPoint
      • Install DocPoint
      • Activate DocPoint
    • Initial Setup
      • Setup Required Before Using DocPoint
      • Additional DocPoint Settings
  • Setup and Configuration
    • Initialization
    • Workgroups
      • Creating a Workgroup
    • User Accounts
      • Creating User Accounts
      • Editing User Accounts
      • Deleting and Disabling User Accounts
      • User Permissions
      • Personal Permissions
    • Document Libraries
      • Creating Document Libraries
      • Editing Document Libraries
      • Removing Document Libraries
      • Document Library Permissions
    • Cabinets and Folders
      • Cabinet and Folder Explorer
      • Creating Cabinets
      • Creating Folders
      • Duplicating a Cabinet
    • Preferences
      • Setting DocPoint's Preferences
    • Contacts and Addressees
      • Adding Contacts
      • Viewing Contacts
      • Importing Contacts from Outlook
    • Contact Groups
      • Creating a Contact Group
    • Keywords
      • What are Keywords?
      • What are Keywords Good For?
      • Why Should I Use Keywords?
      • Yeah But I Still Don't Get It
    • Similar Words
      • Creating Similar Words
      • Editing Similar Words
      • Deleting Similar Words
    • Classifications
      • Adding Document Classifications
      • Editing Document Classifications
      • Deleting Document Classifications
    • Headers
      • Adding Document Headers
      • Editing Document Headers
      • Deleting Document Headers
    • Document Templates
      • Template Categories
      • Creating Templates
      • Base a Template on an Existing Document
      • Deleting Templates
  
  
• Document Management
  • Adding Documents
    • Creating New Outgoing Documents
      • Profile Your Outgoing Document
      • Create an Outgoing Document
      • Additional Document Management Functionality
    • Archiving Incoming Documents
      • Profile Your Incoming Document
      • Scan or Attach an Incoming Document
      • Additional Document Management Functionality
    • Creating New Internal Documents
      • Profile Your Document
      • Create a Document
      • Additional Document Management Functionality
    • Importing Documents
    • Adding Documents from Windows Explorer
  • Searching for Documents
    • Search Outgoing Mail
    • Search Incoming Mail
    • Search Internal Documents
    • Search Cabinets and Folders
      • Basic Search
      • Advanced Search
      • Document Management Operations
  • Microsoft Office Integration
    • Word, Excel, and PowerPoint Documents
      • Adding Office Files as Internal Documents
      • Adding Microsoft Word Files as Outgoing Paper Mail
      • Updating Existing Documents Using the Office Toolbar
    • Outlook Email
      • Add Incoming Outlook Email to DocPoint
      • Create, Send, and Archive Outgoing Email
      • Archive Sent Email
      • Configure the Outlook Toolbar
  • Using DocPoint to Manage Documents
    • Share Documents
      • Send Shortcuts to Documents
      • Send Documents as Email Attachments
    • Document Reminders
      • Creating Document Reminders
      • Editing Document Reminders
      • Microsoft Outlook and DocPoint
      • Remiders List
    • Document Versions
      • Creating New Versions Associated with the Document Card
      • Duplicating a Document in a New Document Card
    • View Documents
    • Attach Documents
    • Scanning
    • Create Microsoft Office Documents
    • Delete Documents
    • Favorite Documents
  
  
• Advanced Topics
  • Security
    • Security Principles
      • Users
      • Documents
      • Cabinets and Folders
      • Saving Documents
    • Setting Up DocPoint Security
      • Configuring User Names and Permissions
      • Configuring User Passwords
      • Configuring Security Groups
    • Permissions
  • Advanced Template Editing
    • Tutorial - Creating a Business Letter Template
    • Microsoft Word Bookmarks
  • OCR Troubleshooting
    • What Scanning Mode Will Yield Best OCR Accuracy?
    • Improving Fax Recognition Performance
    • Improve OCR Performance
  
  
• Appendix
  • Acquire Administrative Privileges on Your Computer
    • Home Installations
    • Corporate Environment Installations
  • How to Uninstall DocPoint
  • DocPoint and SQL Server 2000
  • Configuring the Outlook Toolbar
    • Add the DocPoint Toolbar to Outlook
    • Remove the DocPoint Toolbar from Outlook
  • Add/Remove DocPoint Toolbar from Word, Excel, and PowerPoint
  • Example Template List