Contents

Opening the desktop application

This section explains how to download, install, and login to the R2 Docuo desktop application.

General information

This section shows the appearance of the R2 Docuo desktop application and the different navigation views.

Basic functionalities

This section explains how to upload, download, edit or delete documents, move documents between folders or run searches.

Document management

This section explains what the details window is and what it is for, how to use collaboration tools, what document categories and metadata are, and how to create documents from a template.

Process and workflow management

This section explains what a process is, the appearance of categories with a process, and how to change document states.

Custom queries

This section describes the appearance of the queries area and how to create new queries.