How to Frequently Asked Questions

Frequently asked questions

How to Reset Users' Password
DocFlock allows so many login attempts to an account. If the attempts exceed the threshold, then the account become disabled - which can be enabled again...
Tue, Nov 1, 2016 at 3:04 PM
How to Merge Two Customer Accounts Together
If two customer accounts were accidently made for the same person and both accounts are in use, no worries, these accounts can be merged into one. Before...
Tue, Nov 1, 2016 at 3:05 PM
How to Filter Items Within the Dashboard Reports
The Dashboard provides four main reports on the customer account statistics, any other customize reports can be added on via request. The displayed data ...
Tue, Nov 1, 2016 at 3:07 PM
How to Rescind an User Invite
Rescinding a user invitation is literally one click away! To rescind an invitation: Go to the "Settings" tab Select the &qu...
Thu, Jan 26, 2017 at 3:17 PM
How to Reschedule an Event
Rescheduling events can be done in two ways: drag and drop or editing. A how to edit the event is linked below.  To drag and drop: Go...
Tue, Nov 1, 2016 at 3:08 PM
How to Retrieve a Removed Document
Accidently removed a document that you need? No problem! Retrieve your lost document in the DocFlock recycle bin.  To retrieve a removed document...
Tue, Nov 1, 2016 at 3:09 PM
How to Print Documents in Batches
Need to print documents in batches?  To print in batches: Go to the "Documents" tab Click the "print" icon next t...
Thu, Nov 10, 2016 at 1:09 PM
How to Create User Roles
User roles within an organization are what define the user's position within that organization. By creating a user role and assigning users to it, y...
Mon, Nov 14, 2016 at 1:35 PM
How to Handle the "Access Denied" Message - Documents Tab
The Access Denied message occurs only in Internet Explorer if the latest version of Adobe Acrobat Reader is installed on Windows. Acrobat Reader installs an...
Tue, Jan 17, 2017 at 9:15 AM
How to Adjust User's Notifications
By default, docflock users are notified when they and/or others in their organization have made a change within the relevant screen they are editing.  Thes...
Thu, Jan 19, 2017 at 1:46 PM