Skip to content
Documentation
Overview
Initializing search
Documentation
Home
Regular User Guide
Regular User Guide
Introduction
Authentication
Authentication
Overview
Login
Two-Factor Login
Forgot Password
Selecting Locale
Logout
Profile & Preferences
Profile & Preferences
Overview
Main Profile
Preferences
Change Password
Security - 2FA Setup
Change Theme
Dashboard
Dashboard
Overview
New Documents
Updated / Modified
Expiring Soon
Categorized
Uncategorized
Recent Activity
Reminders & Expired
Document Categories
Duplicate Files
Frequently Accessed
Bookmarks
My Subscriptions
Moving Dashlets Around
Files & Folders
Files & Folders
Overview
Navigate to a File within a Folder within a Department
View Folder Size
Sort Document Library View
Change Number of Items Visible
Bookmarking
Rename File
Rename Folder
Copy File
Copy Folder
Move File
Move Folder
Delete Document
Delete Folder
Restore from Trash
Document Management
Document Management
Overview
View Document
Upload Document
Create New Version of Document
Update Metadata of Document
Update Metadata of Folder
Edit PDF in OnlyOffice
Edit Excel / Word / PPT in OnlyOffice
Document Expiry
View Version History
Restore Older Version
Manage Permissions on File
Manage Permissions on Folder
Subscribe
Subscribe Others
View & Export Audit Trails
Run OCR
Search
Search
Overview
Full Text Keyword Search
Save a Search
Search Filters
Users
Users
View Users
Reports
Reports
Overview
Workflows
Workflows
Overview
Notifications
Notifications
Overview
Bell Icon
Email Alerts
Managing Email Alert Preferences
User Administrator Guide
User Administrator Guide
Introduction
Dashboard
Dashboard
Overview
Users
Users
Create a User
Edit a User
Search for User
Bulk Import of Users
Groups
Groups
Create Group
Edit Group
Add Users to Group
Remove Users from Group
Roles
Roles
Create Role
Edit Role
Assign Role
Permissions
Permissions
Overview
System Administrator Guide
System Administrator Guide
Introduction
Dashboard
Dashboard
New Documents
Active Departments
Active Users
Inactive Users
Total Documents
User Usage
Storage Usage
Quick Actions
System Activity
MIME Type
Workflow Activity
Reports
Reports
Overview
Settings
Settings
Globalization
Outbound Email
Miscellaneous
AI
Admin Tools
Admin Tools
Overview
Document Categories
Document Categories
Create or Edit Document Category
Add or Remove Fields
Document Management
TODO: Add step-by-step instructions with screenshots.