Configuring Documoto
Branding, communication, library, and storefront configurations for your Documoto tenant
User Management
- How to Enable a Generic User Account
- How to Create and Manage User Groups
- How to Create and Manage Organization Addresses
- User Group Permissions and Organization Capabilities
- How to Create and Configure Organizations
- How to Send a User Verification Email
- How to Change an Organization's Parent Organization
- Common Organization Structures and Best Practices
- How to Disable a User
- How to Create and Manage Users
- How Documoto Supports Generic User Accounts
- How to Set an Expiration Date for a User
Library
- How to Assign a Browse Flow to an Organization
- How to Enable AI-Powered Search for PDF Documents
- How to Create a Browse Flow
- How to Override the Filename for Printed Content
- What is a Browse Flow?
- How to Set a Default Browse Flow
- How to Configure Library Settings
- How to Delete a Browse Flow
- How to Configure Search Settings
- How to Copy a Browse Flow
- How to Modify the Documoto User-Interface with Labels
- How to Create Announcements
- How to Configure Where Used in the Search Bar
- How to Create Filters
- Best Practices for Browse Flows
- How to Configure the Equipment Verification Banner on Part Item Details
- How to Configure Part List Columns
Storefront
- How to Use Shared Carts to Distribute Parts Lists for Wear and Spare Parts, Consumables, and Recommended Maintenance
- How to Configure Order Statuses and Order Email Recipients
- How to Add a Hyperlink to an Order or Quote Form
- How to Configure an Email for Order/Quote Notifications
- How to Create and Manage Order/Quote Fields
- How to Configure Storefront Integrations
- How to Set Part Pricing
- How to Create Order Suggestions
- How to Set a Default Order or Quote Form
- How to Use the Cart Column Editor
- How to Assign an Order/Quote Form to an Organization
- How to Create an Order or Quote Form
- How to Enable Quick Add for Static Content
- Storefront User Group Permissions
- How to Create and Manage Shared Carts
- How to Configure Storefront Settings