Quick start

This Quick Start guide will get you up and running with using Documaster in a few minutes.

Result view

Below is an example of what Documaster could look like when you open it (except the orange boxes).

In the result view, you find documents and folders, just as you are used to from any other document storage solution. What sets Documaster apart, is that instead of having folder structures (folders inside folders), we use Filters and Tags to structure the documents.

The filters and tags are really two sides of the same story; the filters are lists of tags, and they are specific to a Section.

Sections are a bit like top level folders, and are comparable to sections in an online web shop such as Amazon: When you’re in the Electronics sections you have one set of filters, and then in the Books section you have a different set (author, genre etc).

This construction of sections, filters and tags is what makes Documaster such a powerful tool to stay in control of all you documents, even over time as the volume of documents (and users) grows.

This also means that folders should only be used to gather documents that belong to the same event or issue, and that share the same tags. Think an agreement with attachments, or multiple photos from the same inspection.

Search and filtering

Search and filtering should be pretty straight forward. One thing to keep in mind is that you can always return to the start page by clicking the search icon in the menu on the left.

In the video below, we start by applying two filters, and then narrow down the search result with a free text search.

Upload and tagging

You can upload documents to Documaster by clicking the “+” button in the bottom right corner. Alternatively, you can drag and drop documents or folders into the Documaster window. If you upload a folder, a folder will be created in Documaster including all the containing documents.

When you upload documents to Documaster you get the option to apply one or more predefined tags (from the lists described above). You can then find the documents by using the corresponding filters. The more documents you deal with, the more powerful tagging becomes, adding only one tag to a document or folder will improve the findability immensely.

The video below shows how to upload documents and apply tags.

Making changes to documents and folders

You can change the title of the documents and folders, and their associated tags. You can also add more documents to a folder, remove documents, or delete the entire folder by clicking the trash can icon in the top right corner.

New versions

You can upload new versions of documents by clicking on a document and selecting the “New version” link. Earlier versions will still be available, but only the latest version is displayed by default.

FAQs

How do I log in the first time?

The first time you log in to Documaster, you have to select "Forgotten password?" on the log in screen. From here, just follow the instructions.

Why should I bother adding tags to a document or a folder when I can just free text search?

Filtering using tags will give you exactly the documents you are looking for. A free text search on the other hand will return all documents that are relevant, including those that are related, but not necessarily an exact match on what you’re looking for.

Which documents should be in the same folder, and which should not?

Folders are very good at collecting documents that belong to the same event. That could be a meeting, an inspection, a contract, a report, etc.

I need a new tag, how do I create it?

When in the document or folder view, select the list where you want the tag to live. Then select "+ Add new tag".

How many tags should I apply to a document/folder?

There is no absolute rule to this, the most important thing is that the documents are being stored. However, by applying tags, your documents will be easier to retrieve.

Why are all the documents and folders sorted in a chronological order?

The default sorting of the result page is by the document/folder created date, with the most recent document/folder created date first. This sorting could be inversed, or you can sort alphabetically.