Training Videos

XDOC Admin

This video shows you how to use the admin section.

XDOC Admin - Document Definitions

Creating and Configuring Document Definitions

XDOC - Admin Document Categories

Creating and Configuring Document Categories

Group Bundling

Using Group Bundling for Investor or Third Party Delivery

Create and Copy Document Stacks

Learn about the multiple uses of Document Stacks

Document Stack Security

This video shows you how to use document stack security.

List Definitions ad Field Definitions

Creating and configuring List and Field Definitions

Bundle Templates

Creating and configuring bundle templates

Creating Bundle Profiles

How to create bundle profiles for third party delivery

Setting up Barcodes

Setting up barcodes with doc vendors

Barcode Stack Test in XDOC

This video shows you how to test document stacking to complete the barcode setup