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docu tools for subcontractors

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docu tools Service Team
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Overview:

 

  

Create Account

If you are invited as a subcontractor of a docu tools client to the free use of the software then you will receive an email from service@docu.solutions with a link to the login mask of docu tools.

After you clicked ‘join‘, or you copied the link into your web browser, you are directed to the registration mask of docu tools. Enter your first and surname, company name and your e-mail address, and select a language.

 

You will now receive a Welcome email, with which you can set your personal password. For this, open the provided link, or copy the provided link into your web browser.

The password must have at least 8 symbols.

 

 

 

Web App

The login into the docu tools Web App is possible with the following browsers: (Apple Safari 11.1 (macOS), Google Chrome 66.0 (all OS), Mozilla FireFox 60.0 (all OS), Microsoft Internet Explorer 11.0 (Windows 7) und Microsoft Edge 41.16299 (Windows 10). Enter https://cloud.docu.solutions/ in the address field and log in with your access data.

 

 

 

 

Desktop

After logging in you will see the top and side menu bar.

 

 

Top Menu Bar 

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In the top menu bar, you can find all important settings options. Read more about these here:

 

 

Side Menu Bar

After you open a project a side menu bar will open. Here you can:

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  • Select the different plans
  • Select tasks allocated to you
  • Select media
  • Generate reports about what you completed.

 

 

Notifications

The Notification Centre is a function in docu tools with which you can receive e-mails concerning changes, new pins, plan alterations etc.

The Notification Centre is in the top menu bar. Here you can also change individual settings.

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The full article about Notifications can be found HERE.

 

 

Projects

Overview: Here you can see all projects to which you have been invited.

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Open a project to select a plan. You will see with each plan the number of open tasks.

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Tasks

In Tasks you can see all tasks that have been allocated to you.

  • Filter your tasks according to different criteria (e.g. category, plan, creator, etc.)
  • Sort your tasks according to their deadline

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Click on a task to complete it.

  • Add a comment or a photograph to demonstrate you fulfilled the task, or why you could not fulfil your task.
  • If the task is, according to you, now complete, click on ‘Mark as complete‘. The creator of the task will then receive a notification and can set the task to complete.

 

Tablet

iOS

Process tasks

Download the docu tools 3 App from the App store. Log in with your personal user details.

After logging in you will see an overview of all the projects to which you have been invited to join the project tram.

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If you don’t have a SIM card for your tablet or there is no stable internet connection whilst you are using docu tools download the project you want to work on.

Click on Options and then on Download.

  • You will receive a notification telling you how much storage on your device is required to download the project.
  • Click on Download

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  • Once you have successfully downloaded the project, click in the side menu bar on Tasks to see a list of the tasks allocated to you.

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  • Click on Due date to sort the tasks according to their deadline.

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  • Click on a Task for further information and to complete the task. 
  • In the commentary field you can enter a note for completing a task.
  • With Camera you can also add a photograph to demonstrate your completion.
  • Once you have documented all evidence of your completing the task, click on the arrow back "<"

  • Click on ‘Mark as complete‘. The person who set you the task will receive a notification that you have marked it as complete.

When the task gets marked by its creator as complete, it will vanish from your Tasks list.

 

Android

Complete Tasks

Download docu tools 3 from the GooglePlay Store. Log in with your personal user details.

 

 

After logging in you will see an overview of all projects to which you have been invited to join.

If you don’t have a SIM card for your tablet or there is no stable internet connection whilst you are using docu tools download the project you want to work on.

 

  • Click on Options and then Download
  • If you only want to download parts of projects, open the project and select the plan that you want to download.

  • You will receive notification how much storage on your device is required to download the project, and how much free storage your device still has.
  • Click on Download

 

  • Once you have successfully downloaded the project, click in the side menu bar on Tasks to see a list of the tasks allocated to you.
  • Click on Task to see further information and to complete the task.
  • In the commentary field you can enter a note for completing a task.
  • With Camera you can also add a photograph to demonstrate your completion.

 

 

  • Once you have documented all evidence of your completing the task, click on the arrow back "<"

 

 

 

  • Click on ‘Mark as complete‘. The person who set you the task will receive a notification that you have marked it as complete.

When the task gets marked by its creator as complete, it will vanish from your Tasks list.

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