(Danish Version)

To add a new Form based user:

<aside> ⚠️ Please note:

• To work with users, you will need the "Manage user" module role.
  • See more about Module roles
• Note that this form of user creation is only possible if your organization does not use AD Synchronized users on your DocuNote environment. If AD Users are used in your DocuNote, this functionality will only be used for Web or mobile users, which can also be seen on the associated buttons on the page. </aside>

1. Navigate to the local group and click Create user on the ribbon bar. Alternatively, you can right-click the group and select Create user from the context menu.

1. On the General tab, fill in the contact information, where the following fields are mandatory:
   • First name;
   • Last name;
   • User name.

1. Shift to the Account tab, and fill in the user's account information:
   • Provide login name for the user;
   • Provide a password;
   • Define the path in Home directory.

Specifying Home Directory

Every user needs a private space where he or she can store the application data.

By default, the Home Directory is defined using the LOCALAPPDATA environment variable.

The path can be changed manually. The following formats are supported:

<aside> ⚠️ Please note:

• Make sure, that you have full access to the Home Directory and the disk where the Home Directory is located has enough free space.
• Documents which user has already viewed are cached on the disk and the cache is cleared when the application is closed. </aside>

Activation link

When "Access using Web-portal" is selected, an activation link can be sent to the user to set a password.

This Link is active for 24 hours after being send to the recipient

<aside> 💡 Please note: The activation link will be sent to the web user's email.

</aside>

<aside> 💡 Tip:

• When the user has been activated, reset password become active in the same dropdown menu and the Send activation link will become inactive / greyed out.

</aside>

Edit the Activation Email Message

In case you want to change the standard email text to something else, you can do this through the Label editor in the administration panel.

<aside> ⚠️ Please note:

• This require permissions to use the Label editor </aside>

Use the following Steps to locate the label:

1. Go To Administration
2. Select the Label Editor
3. Search for the Label “ You have been created on the DocuNote”
4. Select the Search Result Label
5. Click Edit
6. Select the Language you want to edit the message - A good tip is to copy the standard “Label” by doing a CTRL + C
7. Click Edit and Paste (CTRL + V) the Standard Label into the text box and edit the message to the desired format. This way you ensure to have the correct links and tags attached to the message.
8. Click Save

(Navigate to top of page)