To install pdfDocs, you must have administrator rights and .NET 4.5 installed. Close other applications before downloading and installing pdfDocs from the DocsCorp website. During installation, follow the on-screen instructions and click Next until complete. Open pdfDocs and enter the licensee name and key obtained from the My Software page to add the license. Contact support if any issues arise during the trial period.
To install pdfDocs, you must have administrator rights and .NET 4.5 installed. Close other applications before downloading and installing pdfDocs from the DocsCorp website. During installation, follow the on-screen instructions and click Next until complete. Open pdfDocs and enter the licensee name and key obtained from the My Software page to add the license. Contact support if any issues arise during the trial period.
To install pdfDocs, you must have administrator rights and .NET 4.5 installed. Close other applications before downloading and installing pdfDocs from the DocsCorp website. During installation, follow the on-screen instructions and click Next until complete. Open pdfDocs and enter the licensee name and key obtained from the My Software page to add the license. Contact support if any issues arise during the trial period.
pdfDocs Before starting the pdfDocs 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 the program through the DocsCorp Resource Center if you do not already have the program.
¨¨ Close all Microsoft Office and document management
system client applications that are running before beginning the installation process.
¨¨ Create a folder for downloading pdfDocs into.
Page 2 Download and Install pdfDocs Guide
Download your pdfDocs trial 1. Go to www.docscorp.com/portal.
2. Log in with your email address and password.
These were sent to you previously via email.
3. Navigate to the My Software page.
4. Once the My Software page displays, click on the
pdfDocs link in the Downloads/Support column.
5. The Downloads page will display. From here you can
download the software, MS .NET as well as Release Notes and User Guide.
Page 3 Download and Install pdfDocs Guide
Installing pdfDocs 1. Navigate to the folder pdfDocs downloaded to on your system.
2. Double-click on the pdfDocs installer file.
3. Follow the onscreen instructions, clicking the Next
button until installation is complete.
4. Click on the pdfDocs icon on your Desktop to open
the application.
Page 4 Download and Install pdfDocs Guide
Adding the pdfDocs license 1. Open pdfDocs.
2. Select About in the Backstage View
The About pdfDocs dialog box displays. 3 3. Click on the Set License button.
4. Enter the Licensee Name and the License Key into
the appropriate fields. This information can be obtained from the My Software page. It must be entered exactly as it appears there.
5. Click the OK button and OK again to exit. 2
4 5
Page 5 Download and Install pdfDocs Guide
Run A Pilot Program Creating a new software pilot deployment plan
A pilot program is a small-scale, short-term experiment Step Action Effort
that helps an organization learn how a large-scale project might work in practice. Depending on company size, a 1 Determine stakeholders 1 day pilot program might involve a single team or it might 2 Formulate decision criteria 1 day involve just a single employee. 3 Build a test lab 1 day By the end of your pilot program, you should be able to demonstrate the value of the new technology to both 4 Create a pilot deployment 1 day upper level decision makers and end users. 5 Participant selection 1 day This should help to minimize resistance to change while 6 Software training 1 day also creating a blueprint for how you can implement the new technology successfully on a much wider scale. 7 Launch pilot project 1 day
Test software based on
8 1 day specific workflows
Page 6 Download and Install pdfDocs Guide
Getting Help and Support APAC Region Sydney, Australia If you experience any problems or have questions relating Phone: 1300 559 451 to pdfDocs, please contact your Account Manager. They International: +61 (0)2 8270 8500 can assist you with installation as well as any other issues EMEA Region that may arise during the trial period. London, United Kingdom If your Account Manager is unable to resolve an issue, Phone: +44 20 7084 6270 they will escalate it to DocsCorp Support on your behalf. AMER Region Find more information on our products through our social Pittsburgh, PA United States media channels (Facebook, Twitter, LinkedIn, YouTube) or Phone: +1 877 236 2726 by checking out our blog.
Page 7 Download and Install pdfDocs Guide
Learning Resources A wealth of learning resources can be downloaded from the Resource Portal. These include:
¨¨ User Guide – a technical document for installing and
understanding the pdfDocs application. There are also Release Notes and an Administrator Guide.
¨¨ Courseware - a complete end-to-end training man-
ual that explains in simple English how to use the software.
¨¨ Capensys eLearning – you can choose to include
access to eLearning modules, covering the basics such as loading documents into the pdfDocs interface to more advanced topics such as working with digital signatures.
Page 8 Download and Install pdfDocs Guide
Survey Thank you for taking the time to trial pdfDocs. Please take a few minutes to complete this short survey. This will help us to improve the trial process.