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DocuXplorer Pro Frequently Asked Questions 
 
DX Small Business 
 
Frequently Asked Questions

 

 

  1. What are the hardware requirements?

  2. Are documents stored in a proprietary format?

  3. Can I scan in as PDF or TIFF?

  4. Can DocuXplorer convert documents to PDF?

  5. Can I merge documents in DocuXplorer?

  6. Does the software provide image compression?

  7. Can anyone view or edit DocuXplorer documents using Windows Explorer or any other file manager?

  8. Can I control access to documents?

  9. Can I create a logical document folder structure?

  10. What kind of documents can I store in DocuXplorer?

  11. Is there any limitation on the number of documents I can store?

  12. Is there any limitation on a document's physical size (i.e. pages, dimensions, etc.)?

  13. Can I add user-defined index fields to create my own document profiles?

  14. Can I sort and group my documents?

  15. Can I OCR my documents and search through the full text?

  16. Can I add additional pages to a an existing document?

  17. Can I add comments or notes to be attached to a document?

  18. Can I link a document to a web page or other document?

  19. Can I add annotations to an image document?

  20. Does DocuXplorer support all Windows platforms?

  21. Can more then one user search for and view a document at the same time?

  22. Does the program provide for document security?

  23. Does DocuXplorer have a document audit trail?

  24. Does the program allow for version control?

  25. Can a user check-out a document for editing and notify other users who request that document that it is unavailable for editing?

  26. Does the program provide an easy method of backing up data?

  27. Can I archive my data to CD or DVD? 

  28. Can I export document index data and use it to create reports?

  29. Does DocuXplorer comply with SEC and NASD regulations on document/record security and retention?

  30. Does DocuXplorer comply with HIPAA regulations for medical care facilities?

What are the hardware requirements?

DocuXplorer can normally be run using your existing network hardware. Workstations require Pentium 3 machines with at least 128 MB RAM (512 MB Recommended). For multiple users you will need a network server running any of the Microsoft network operating systems, Novell or Linux. If you have a large number of documents to store you may want to add a large hard drive to your network for document storage. As with any enterprise, you should also have an adequate backup system in place. You will need a scanner with an auto-document feeder for paper documents. Scanner speed will depend on your daily scanning needs. 

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Are documents stored in a proprietary format?

No, all documents are copied to the Docuxplorer database and left unchanged. Computer-generated documents are stored in their native format and Image documents are stored as standard TIFF files viewable on any Windows PC using the operating systems own imaging system. You can export or email a document from DocuXplorer and any user with a Windows PC and the document's source program can open, view and edit almost any document.

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Can I scan documents as PDF or TIFF?

Yes, you can scan documents in as either PDF or TIFF image documents

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Can DocuXplorer convert documents to PDF?

Yes, DocuXplorer allows users to convert any printable document into a PDF document.

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Can I merge documents in DocuXplorer?

Yes, a user can merge multiple file type into a PDF document or merge multiple TIFF images files into a TIFF document.

Does the software provide image compression?

Yes, DocuXplorer uses state-of-the-art industry compression techniques on scanned documents. A page of black and white text using compression is approximately 25 - 50 KB, allowing you to store millions of documents on a single hard drive.

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Can anyone view or edit DocuXplorer documents using Windows Explorer or any other file manager?

No, all documents are stored in the DocuXplorer database and cannot be viewed or edited outside the program. This  prevents anyone from accidentally or maliciously deleting or misplacing a document on a hard drive.

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Can I control access to documents?

No, Small Business has no security functionality - this features is only available in Docuxplorer Professional and Enterprise.

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Can I create a logical document folder structure?

Yes, DocuXplorer's Library tree allows users to create Cabinets, Drawers and Folders just as they would in their real-world office environment.

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What kind of documents can I store in DocuXplorer?

A document can be any computer-generated file or scanned in image. If the document is a computer-generated file (i.e. Word, Excel, PowerPoint, WAV, MPG, etc.) it will be opened to view and edit by its source program as long as you have the source program installed on that local workstation and is registered in the Windows Registry. An image file is viewed and annotated using the DocuXplorer image viewer.

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Is there any limitation on the number of documents I can store?

No, each Drawer is a separate database holding up to 4 GB of documents and you can create an unlimited number of Drawers. The only limitation is the amount of storage available in your computer system.

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Is there any limitation on a document's physical size (i.e. pages, dimensions, etc.)?

No, we have clients who have stored documents with as many as 3000 pages in a single document.

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Can I add user-defined index fields to create my own document profiles?

Yes, DocuXplorer Small Business allows you to create 2 additional Index Sets each with up to 35 user-defined fields.

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Can I sort and group my documents?

Yes, you can sort and group the contents of a folder or query list using simple drag and drop. In addition you can add summary fields for sum, count, minimum, maximum and more.

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Can I OCR my documents and search through the full text?

Yes, DocuXplorer provides you with built-in OCR. OCR a scanned in or image document and you can search the full text using the search engine. You can also index and search the full text of electronic documents (Word, Excel, CAD, etc.) as well as the OCR text.

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Can I add additional pages to a an existing document?

Yes, you can either insert new scanned in pages or append them to the end of an image document. You can also break a document into multiple new documents or create a new documents from specific pages of an existing document while leaving the original document intact.

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Can I add comments or notes to be attached to a document?

Yes, you can use the Description Field or any of the user-define memo fields to add notes or comments. Notes or comments entered into any of these will be then searchable.

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Can I link a document to a web page or other document?

Yes, you can add a hyperlink index field to an Index Set or a hypertext annotation to an image document that will automatically bring up either a web site URL or a file on any network or local drive. You can not link to another document in the DocuXplorer database.

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Can I add annotations to an image document?

Yes, DocuXplorer comes with a full set of annotation tools including highlighter, redaction, hyperlink, rubber stamp and more.

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Does DocuXplorer support all Windows platforms?

DocuXplorer Small Business supports Windows 2000 or later, including Windows XP, 2003 Server,  as well as Novell, and Linux servers.

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Can more then one user search for and view a document at the same time?

Yes, with Small Business multiple users can search for and view documents at the same time.

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Does the program provide document security?

No, Small Business has no security functionality - this features is only available in Docuxplorer Professional and Enterprise.

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Does DocuXplorer have a document audit trail?

No, Small Business keeps no document or Library audit trail - this features is only available in Docuxplorer Professional and Enterprise.

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Does the program allow for version control?

No, Small Business has no version control - this features is only available in Docuxplorer Professional and Enterprise.

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Can a user check-out a document for editing and notify other users who request that document that it is unavailable for editing?

No, Small Business has no document check in/out - this features is only available in Docuxplorer Professional and Enterprise.

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Does the program provide an easy method of backing up data?

Yes, simply add the DXDOCS folder on your network drive to your daily backup routine. If you choose to create Cabinets in locations other then the DXDOCS folder simply add those locations as well.

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Can I archive my data to CD-R or DVD?

Yes, you can archive a Cabinet with all its documents and index data to either CD or DVD.

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Can I export document index data and use it to create reports?

Yes, DocuXplorer provides you with the ability to export a folder contents or query list to either and Excel spreadsheet or HTML. The exported data then appears completely formatted, ready for printing.

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Does DocuXplorer comply with SEC and NASD Regulations on document /records security and retention?

No, Small Business does not have the features required to comply with SEC or NASD requirements - these features are only available in Docuxplorer Professional and Enterprise.

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Does DocuXplorer comply with HIPAA regulations for medical care facilities?

No, Small Business does not comply with HIPAA regulations - these features are only available in Docuxplorer Professional and Enterprise.

 

 

 

 

 

 

 

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