We hope you find DocMoto really easy to use but in case you have any questions, here you will find FAQs, step-by-step guides and videos demonstrating some of DocMoto's key features.
One of the great new features in DocMoto 3.8 is the ability to share files with non-DocMoto users.
The feature has been specifically designed for those occasions where a DocMoto user wants to temporarily share one or more files, possibly with somebody outside of the company such as legal co-counsel.
For security reasons DocMoto sharing is not enabled by default, and must be enabled both at a server level and an individual user level.
We strongly advise users who want to use Sharing obtain and install an SSL certificate.
The DocMoto web client version 3.8 or greater must be installed before you can use sharing. You can find instructions on installing the web client here.
Users of the DocMoto cloud service must specifically request that Sharing is enabled on their server. You can contact DocMoto support for this.
For on-premise users the server is configured through the serverConfig.config file held in /var/opt/docmoto/settings
To enable sharing at the server level the steps are as follows:
<allowSharing>yes</allowSharing> <sharingURL>https://mycompanydomain.com/docmoto/share</sharingURL>NB. All sharing and web client traffic should use secure https (SSL). If you are using a non-standard port such as 4444 then the URL needs to reflect that.
Before a user can create a share their profile must be adjusted. This is done as follows:
Once configured setting up a share is easy and takes seconds.
For security passwords are not added to any emails generated to send share links. We suggest that passwords are communicated seperately from the link.
NB. Shares only allow you to share a folder and its files. Shares do not support sub folders.
DocMoto ships with a summary and detail share report.
You will find them in the Reports folder in examples within DocMotoConfig.
If you already have reports installed then simply copy the Shares folder into your Reports folder on the root of DocMotoConfig.
If you have not already installed reports all you need to do is copy the Reports folder within DocMotoConfig/Examples to the root of DocMotoConfig.
Once you have installed the new reports log out of the DocMoto client, then log back in and you will see the new reports listed under the Reports menu.
NB. By default the DocMotoConfig folder is not visible. To see it go to the Admin menu and check the Show Admin Folders option.
If you still can't find the answer to your question or need
more information, please contact the DocMoto team: