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Knowledge Base
End user training
End user training
A series of videos to help you become familiar with using Cognidox on a daily basis.
Getting started
Introduction to Cognidox: Key Concepts and Insights
Logging into Cognidox: A Practical Guide
Homepage
Homepage layout
Personalising the Homepage
Browsing categories
Creating documents
Creating a document part number and uploading a file
Understanding document details
The document lifecycle
Document actions
Drag and drop uploads
Reviews
Requesting a review
Responding to review requests
Review Email notifications
Version history and review history
Approvals
Understanding approvals
Requesting approvals
Approving a document
Promoting and approving a draft
Scheduled document reminders
What are extended approvals?
Using extended approvals
Customising the approval manifest template
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Simple search
Search for documents
Relevance of search results
Search operators
Advanced search
Advanced search and saved searches
Shared notes and previews
Using shared notes and previews
Making private notes public
Viewing and Filtering Shared Notes in Preview
Working with offline notes (spreadsheet export)
Watchers
Watching documents
Watching categories
Using category analytics
Briefcase
Adding documents and categories to your briefcase
Using briefcase commands for batch actions
Downloading your briefcase
Emptying your briefcase
