Download Guidelines. cleandocs Remove metadata, reduce risk.

Transcription

1 Download Guidelines cleandocs Remove metadata, reduce risk.

2 Before starting the cleandocs install You must have local administrator rights to be able to install the software.net 4.5 must be installed on your Windows machine You will be able to download it from the DocsCorp Resource Center if you do not already have the program. Please refer to the System Requirements for more information on what else you may need. Close all Microsoft Office and DMS client applications that are running on the computer you are installing the software on prior to installing cleandocs Create a folder for downloading cleandocs into

3 c l e a n D o c s Downloading

4 Accessing the Resource Portal 1 1. Type into your browser 2. Log in with your address and Password. These were sent to you previously via 2

5 Download the cleandocs trial 1 1. Once the My Software page displays, click on the cleandocs link in the Downloads/Support column The Downloads page will display. From here you can download the software, MS.NET as well as Release Notes and User Guide. 2. Click the cleandocs download software link 3. Click the Download button 2 Make sure you download the software to the folder you created earlier. 3

6 Installing cleandocs 1. Navigate to the folder cleandocs downloaded to on your system 2. Double-click on the cleandocs installer file 3. Click on Run in the Open File dialog box 4. Follow the onscreen instructions, clicking the Next button until installation is complete

7 1 Adding the cleandocs license 1. Right-click on a document and select the Clean with cleandocs option 2. Click on the Settings Cog and select About 4 3. Click on the Set License button 4. Copy and paste the Licensed To and License Number key into the appropriate fields 3 This number can be obtained from the My Software page. It must be entered exactly as it appears there. See example on the right Click the OK button and OK again to exit 2

8 c l e a n D o c s Navigating

9 Interface

10 2 1 Clean on Send from Outlook 1. In Outlook, open the draft Complete the To and Subject fields 3. Add the attachments to the message 4. Click Send The cleandocs interface displays Make your cleaning selections 6. Click Process and Send The attachments are cleaned and the sent. 6

11

12 Try this: Use cleandocs from MS Explorer Right-click on the file(s) and select Clean with cleandocs to open the cleandocs window above 2. Keep or reselect the Policy 3. Set cleaning actions per file and click Process > select Replace, Save as Copy or Save as 3

13 Try this: Use cleandocs from Microsoft Word Open a document in Word 3 2. In the toolbar, click the DocsCorp tab 3. In the cleandocs ribbon, click the Clean icon 4. Select Yes when asked to close the document 4 5. Click the Process button and Replace 6. Select Yes when asked to confirm you want to overwrite the document The cleaned Word document displays. 5 6

14 Try this: 1 Use cleandocs to clean ZIP files 1. Right-click on two zipped files and select Clean with cleandocs to open the cleandocs window 2. Set cleaning actions per file 3. Click Process and select Replace, Save as Copy or Save as 2 3

15 c l e a n D o c s Getting Help

16 Getting Help and Support If you experience any problems or have questions relating to cleandocs, please contact your Account Manager. They can assist you with installation as well as any other issues that may arise during the trial period. If your Account Manager is unable to resolve an issue, they will escalate it to DocsCorp Support on your behalf. Alternatively, send an citing your name, state/province and country along with a description of your question or issue to info@docscorp.com. Find more information on our products through our social media channels (Facebook, Twitter, LinkedIn, and YouTube) or by checking out our blog. APAC Region Sydney, Australia Phone: International: +61 (0) EMEA Region London, United Kingdom Phone: AMER Region Portland, OR, United States Phone:

17 Learning Resources DocsCorp has developed a wealth of learning resources for you, which can be downloaded from the Resource Portal. These include: User Guide a technical document for installing and understanding the cleandocs application. There are also Release Notes and an Administrator Guide.

18 c l e a n D o c s Pilot Program

19 Run A Pilot Program A pilot program is a small-scale, short-term experiment that helps an organization learn how a large-scale project might work in practice. Depending on company size, a pilot program might involve a team or just a single employee. By the end of your pilot program, you should be able to demonstrate the value of the new technology to both upper level decision-makers and end users. This should help to minimize resistance to change while also creating a blueprint for how you can implement the new technology successfully on a much wider scale. Creating a new software pilot deployment plan Step Actions Effort 1 Determine stakeholders 1 day 2 Formulate decision criteria 1 day 3 Build a test lab 1 day 4 Create a pilot deployment 1 day 5 Participant selection 1 day 6 Software training 1 day 7 Launch pilot project 1 day 8 Test software based on specific workflows 1 day

20 c l e a n D o c s Survey

21 Survey Thank you for taking the time to trial cleandocs. Please take a few minutes to complete this short survey. This will help us to improve the trial process. If you have any questions, please us at info@docscorp.com

22 Find out more