1.
Working in the XDOC Admin
2.
Admin Configuration
3.
System Tab
Version Information
Help and Support
System Security
Configuration
Security Roles
Security Profiles
Users
User Signatures
System Resources
Network Identity
Document Stores (Self Hosted Customers Only)
Project List
Project Themes
Email Templates
File Upload Gateways
System Settings
Logon Page Settings
General Settings
Workflow Settings
Service Settings
HTTP Server Service
UI Launch Service
User Interface
General Settings
Document Viewer
File Room
Cover Generator
Monitor File Viewer
Help Doc URLs
4.
Projects Tab
Help and Support
Project Info
Project Definition
Project Summary
Project Settings
Project Features
General Settings
Workflow Settings
Integration Settings
Notification Settings
Service Settings
HTTP Server Service
UI Launch Services
User Interface
UI General Settings
Document Viewer
File Room
Cover Generator
Monitor File Viewer
URLs and Controls
Project Repository
Document Buckets
Document Categories
List Definitions and Field Definitions
Container Definitions
Document Definitions
Document Stack Security
Stacking and Bundling
Document Stacks
Using Tokens
Bundle Templates
Bundle Profiles
Bundle Sets
Quick Messaging
Configuration
Email Templates
Address Groups
Quick Messages
Reference Documents
Annotation Images
Reference Documents
5.
Bundle Tokens
Token Overview
What are Tokens?
What does a Token look like?
What is an example of using Tokens?
Can I format the data that is referenced in a Token?
When would I want / need to use the Extended Token Syntax?
Is there a pre-defined test Bundle that can be used to test tokens?
Token Syntax
Simple Token Syntax Reference
Simple Token Syntax Format
Extended Token Syntax Reference
Extended Token Syntax Format
Extended Token Syntax Notes
Extended Properties Reference
Extended Token Syntax Examples
Available Tokens
Date Format Masks
Number Format Masks
Address Token Properties
6.
Quick Message Token
Quick Message Token Overview
What are Tokens?
What does a Token look like?
What is an example of using Tokens?
Can I format the data that is referenced in a Token?
When would I want / need to use the Extended Token Syntax?
Is there a pre-defined test email template that can be used to test tokens?
Token Syntax
Simple Token Syntax
Simple Token Syntax Format
Extended Token Syntax
Extended Token Syntax Format
Extended Token Syntax Notes
Extended Token Components
dataType
dataFormat
dataMaxLen
mappedValues
Extended Token Syntax Examples
Available Tokens
Date Format Masks
Number Format Masks
7.
Training Videos
View XDOC User Guide
View XDOC API Guide
Admin Guide
Working in the XDOC Admin
Projects Tab
Project Settings
Project Settings
This section details general settings for the main Loan Documents Project
