What types of experdocs accounts are available?

Host Account: the container from which files are accessed by Users.  Host Accounts may invite User Accounts to access, share and collaborate on Host Account projects and files. Users invited to share a Host’s projects may be given full administrative permissions or just the ability to view documents, all based on the tiered permission settings available with, and controlled by, the Host Account. Small firms may need only one Host Account, but still have an unlimited number of User Accounts accessing information. Host and User accounts can be added at any time, and are completely scalable based on your needs. A certain amount of server space is included when you purchase an Account, and additional server space can also be added to your account at any time.

>> For example, a small business with 5 employees should have 1 Host Account (which includes 1 User Account and 15GB of server space) and 4 additional User Accounts to give everyone in the Firm access to company information.


User Accounts: access projects and files contained in Host Accounts. User Accounts do not have server space of their own, but are invited to view files and work within Host Accounts.  User Accounts share server space with a Host Account based on an invitation from a Host Account. User Accounts enjoy the full functionality of experdocs software, including all features, upgrades and support, but access is controlled by the Host Account through the custom settings created by the Host Account holder.

>> For example, the User may access several Host Accounts (unlimited number); in this example, the User would have no server space of their own, but access Host Accounts of their clients, company, or legal depository.


  1. Can I share my photographs and documents with other employees/colleagues in experdocs?
    Yes, sharing is the primary reason for the popularity of experdocs. Files can be shared in several ways, but perhaps the most efficient way, is to have your own account. Accounts start at as little as $10 per month. It is also easy to share your electronically stored documents with other Users via our convenient Web App. A User can log-in to the Web App from our website, User Login button, at the top of the Home page, by clicking Manage Users and Permissions from the File menu within the program, or by accessing any browser by visiting http://login.experdocs.com. Users may also share with non-experdocs users via the “Shares” function on the Menu of the experdocs program (client).

  3. Can I import and work with PDF documents in experdocs?
    Yes, permit quick and easy import and export via industry standard PDF. Users can organize documents intelligently as they are imported, thus saving time. The experdocs software offers custom report generation where Users can specify what information and data accompanies their documents and images. Then, simply export to PDF.

  5. How do I get my documents into experdocs?
    In the experdocs program interface, at the top Menu, go to “Project Data,” then scroll over Documents and Photos, and click on “Add Photos and Documents.” You can then import by folder or by an individual file. Either select all files in a folder or folder tree or select individual photos or documents on the computer, network, or USB flash drive.

  7. How do I set up Metadata for my project in experdocs?
    You can choose to set up and add metadata as files are imported or after import. In order to set up data as files are imported, go to the top menu and click on “Project Data” then scroll over Documents and Photos, and click on “Add Photos and Documents.” Here is where you can configure what data is included and attached to your files as you import them. At the top menu, if you click on the folder titled “Photo/Document Info,” you can specify items like the Photographer, Time/Date, Photo Size, Comments or Bate Numbers. If you click the folder titled “Tags” you can attach tags from the list you created prior or edit and create new tags to attach. If you have already imported files, and you wish to add metadata manually, you can either use the “Info” panel on the left side to specify data for the given fields, or you can go to the top of the experdocs interface and click on “Project Data” and then click “Edit Project Information.” “Edit Project Information” will allow you to specify Project Information fields, and edit or create tabs and tags which allow easy sorting of files by keywords, when later searching for a document.

  9. What kind of images will experdocs accept?
    The experdocs software accepts image files such as jpg, tiff and pdf’s, audio and video, and program files; essentially any type of electronic file. However, please be aware that you may need the program for certain files in order to view the file. For example, if you import a Word, or other Microsoft Office file, you may need the MS program to view the file.

  11. Will experdocs allow me to create reports?
    Yes, users can easily create custom or generic reports and export to PDF. To do this, at the top of the experdocs interface, click on “File” and scroll down to click on “Generate Document Report.” Here you can specify which photos to include in your report, how you would like to export your report, what data will be included and more.

  13. Can I search for specific Metadata in experdocs?
    Yes, in the experdocs interface, on the left side there is a Search panel. Here you search for specific metadata by entering key words into the blank search field, selecting either exclusive or inclusive filter search, and clicking search. If you have created folders, tabs, or tags you will see them listed in the Search panel. You can select exclusive or inclusive filtering, and then select which tag, tab or folder you want to search and then click Search.

  15. Can I search documents by entering text, words, or phrases into the search panel? YES, enter in the search panel.

  17. What is Metadata?
    The short answer is that metadata is information about your files that can be used to recall and organize the way you chose. The definition: metadata means data about data. It is descriptive information about a particular data set, object, or resource, including how it is formatted, and when and by whom it was collected. Although metadata most commonly refers to web resources, it can be about either physical or electronic resources. It may be created automatically using software or entered by hand. The underlying concepts of metadata have been in use for as long as collections of information have been organized. For example, the information structure for materials in library card catalogs is a type of metadata that has served as a collection management and resource discovery tool for decades. Using metadata, it is possible to create customizable tags for markup languages such as XML and SGML.

  19. What are filters?
    Filters are organizational tools which allow users to quickly and easily sort documents and images by informational cues and/or metadata specified by the user and input into the filter. By creating filter sets user can separate a given set of files per the desired characteristics of the files and user.

  21. How many copies of my documents does experdocs require?
    Just one.

  23. Are my documents secure?
    Yes, files are encrypted on the server and on your local PC with the latest encryption methods.

  1. Where are documents stored in experdocs?
    The experdocs software has secure, SSL encrypted, offsite servers operating 24 hours per day/365 days per year and which are located at a third party, protected location. Also, experdocs utilizes cloud-based technology to ensure users can access documents and images across the firm or from across the world with an internet connection. Data is also be stored locally on User’s PC desktops or laptops, with the option to synchronize local data with experdocs servers anytime an internet connection is available.

  3. Do I have to be connected to the Internet to use experdocs?
    No, users can work online or offline with experdocs, it makes no difference. If working offline, users can simply synchronize their local data with the experdocs servers whenever they reach an internet connection.

  5. Can I work offline in experdocs?
    Yes, users can work either offline or online. You simply download the program onto your PC or laptop and then you can work offline. When you get to an internet connection you simply synchronize your local data with the experdocs servers and your project files are all updated automatically in your account.

  7. Can more than one person at a time work in experdocs?
    Yes, experdocs permits an unlimited number of Users to join a Host Account. All experdocs accounts are also infinitely scalable to meet your project data needs. Whether you require 10GB of storage or 10TB, experdocs provides affordable solutions to all users.

  9. Can more than one person at a time work on the same Project in experdocs?
    Yes, experdocs permits real-time collaboration amongst an unlimited number of users. Project teams can work on files at the same time, from remote locations, and always have access to updated project information via our automated data synchronization function. If users are working without an internet connection, experdocs will automatically synchronize their local data the next time an internet connection is available and users log on to experdocs.


  10. What equipment do I need to use experdocs?
    The experdocs software works on the Windows platform and is compatible with PC desktops and laptops. Users can use the experdocs Web App via an internet browser from an IPad, Tablet or Smart Phone. The experdocs software is not fully compatible with Mac systems yet, unless you are accessing via the internet with a browser (but we’re working on it!)

  12. Do I need a server to use experdocs?
    No, experdocs utilizes cloud technology and state-of-the-art, high bandwidth, offsite protected servers which are up and running 24/365. Accounts include secure dedicated server space. If additional space is required users can simply purchase more in convenient blocks which are priced on the Pricing page of our website. This feature saves users costs on expensive equipment, IT personnel and costly software licenses. There are no contracts required and you can cancel at any time.

  14. How is experdocs supported?
    Windows platform on PC based desktop, laptop or tablet; Internet connection.

  16. What does experdocs cost?
    See our Pricing page for detailed information, including package pricing.

  18. Can I get a discount if I purchase multiple experdocs user accounts?
    Yes, for details please contact our Sales department by visiting our “Contact Us” page and selecting Sales or Customer Support from the drop-down menu, and Submit your inquiry.

  20. How long does it take to install experdocs?
    Usually experdocs installs in just a few minutes. However, if you are using dial up internet connection it may take a little longer. The installation process is generally very fast.

  22. Do I need an IT person to set up experdocs for me?
    No, experdocs is easy to set up and intuitive to use. Users simply download the program with a couple clicks and are ready to go to work. We provide User help on the Resources page of our website, FAQs are available on the website, technical support can be requested on the website “Contact Us” tab, and the product manual is available on the Help menu button on the program.

  24. How do I start a project in experdocs?
    To start a new project in experdocs, go to the top of the experdocs user interface (EUI) and click on “File.” Scroll down to click on “New Project.” Verify your choice, choose whether you want to synchronize your local data with the server, and you’re done. Then a new blank interface will appear with a pop-up window that reads “Create Project.” Here users specify data for the given fields and a new project is created. To close a current project and open a different one, go to the top of the EUI and click on “File.” Scroll down to click on “Open Project” where you can select from your list of available projects.

  26. Can I set up my own Metadata in experdocs?
    Yes, organization structures are virtually unlimited.

  28. What is the difference between “Exclusive Filter” and “Inclusive Filter”?
    If “Exclusive Filter” is selected, then when a user clicks on “Apply Filter,” the system will use the specified filter parameters as exclusive criteria to sort the electronic file set. In other words, all files which do not contain the specified filter set criteria will sort and appear. If “Inclusive Filter” is selected, then when a user clicks “Apply Filter,” the system will use the specified filter parameters as inclusive criteria by which to sort the electronic file set. This means all the files which do contain the specified filter set criteria will be sorted and appear. These features allow users to organize, sort and review documents and images according to both inclusive and exclusive filtered metadata file sets.

  30. What is “Save Filter Set” and how does it work?
    Once a user creates a filter set, or specifies sorting criteria for a given file or file group, then the user can select “Save Filter Set” and the system will save all the pre-sorted documents and images which belong to the given set of filter criteria. This allows users to sort sets of documents and images and then quickly and easily retrieve, share, analyze or present this specific group of files with others. This is especially useful when working with or sharing a large volume of documents and images and the need arises to organize, sort, work or present small groups of specific files at a time.

  32. Can I add Metadata to more than one file at a time in experdocs?
    Yes, you can add Meta data to individual files or multiple files and file groups simultaneously in experdocs. This is useful if you want to categorize or attach similar data to groups of files with similar data information at once, which allows for quick group file sorting later.

  34. I already have my documents organized in folders in Windows. Will I lose this organization when I import to experdocs?
    No, but you must set up tabs to match your file/folder format in Windows. This allows you to keep the same folder organization, and remember experdocs displays the folder tree structure in the metadata. Documents and images can be organized as they are imported into experdocs by choosing the tabs and tags for files before clicking Import, or tabs and tags can be set up once the files and in experdocs. An unlimited number of tabs and tags can be set up for documents and images to replicate folder organization in Windows if you choose to do so.

  36. How do I know if someone else is working on my experdocs project at the same time?
    On the bottom left corner of the experdocs user interface, the third information field displays “Current Users.” This will show other users working within that project.

  38. What does “Rating” mean and how is it used?
    Rating is a user classification system in experdocs which allows users to rate their favorite file, or indicate their preference or relative opinion on a scale of one star (least favorite/not relative/poor) to five stars (most favorite/very relevant/excellent). Then users can share their rating with others and can sort files according to user ratings. To use the file rating system, click on the star icons on the right “Info” panel of the experdocs interface, next to the “Rating” scale.

  40. Can I change the way my experdocs desktop looks?
    Yes, users can select from different theme options and interface modifications by going to the top of the experdocs interface and clicking on “View.” You may also choose to customize the view screen by adjusting or dragging a view panel to your desired location, and then saving the new screen layout. Also, please contact us if you would like to discuss branding requirements.

  42. Can I use a second monitor in experdocs?
    Yes, users can utilize dual monitor mode in experdocs.

  44. Will experdocs work with projection equipment?
    Yes, experdocs can be displayed with projection equipment or by utilizing the experdocs Web App by visiting http://login.experdocs.com

  46. What is Bates numbering and how do I use it in experdocs?
    Bates Numbering is a letter and number code automatically stamped on documents (when requested by the experdocs user) to create a classification system usually used in litigation to track documents submitted by multiple parties. Expert files and legal documents are usually bates numbered and experdocs allows users to create deposit ready files for the legal depository.

  48. How do I report a problem with experdocs?
    Simply visit our “Contact Us” page, choose your need or concern from the drop down menu, i.e., “Technical Support,” or “Sales,“ enter your contact information, and then please enter a message to describe your concern; click Submit. We will respond within 24 hours.

  50. How do I solve a problem or answer a question with experdocs?
    We provide user and product support aids on our website including this FAQs page, our downloadable Product Manual via searchable PDF, a Resources page with product tutorials, and our technical support submission portal. If users can’t find the answer they need online from our website they can email us at support@experdocs.com and will respond quickly. If it is determined that your problem requires a telephone call we will call you on the phone submitted on the “Contact Us” page, to troubleshoot your problem. In very rare circumstances experdocs may provide on sight technical support for an additional service fee.

  52. Can I make suggestions for improving experdocs?
    Yes, experdocs is always interested in hearing your comments, suggestions and concerns. To make a suggestion, go to our “Contact Us” page and choose “Suggestions” from the drop down menu.

  54. How do I export my information from experdocs?
    At the top of the experdocs program menu, click on “File” and then you can scroll down to select either “Generate Document Report” or “Export Documents” for different exporting options.

  56. What is the difference between File/Synchronizing and File/Saving in experdocs?
    Selecting File Synchronize will synchronize locally saved image and document files and metadata from a User’s PC desktop or laptop with the Users account on the experdocs servers. Selecting File Save will save the local image and document files and metadata onto the local drive but will not update the user’s same files on the experdocs servers until automatic file synchronization is permitted or manually initiated.

  58. What is “Layout” under the View menu?
    This is where users can select from different user interface color themes for experdocs.

  60. What does “View/Save Layout” mean?
    This means the experdocs viewing panels can be moved, customized to your viewing preference. To change the look of the view panels, resize or drag a panel by its boarder to your preferred location on the screen. Selecting this will save the Users currently selected interface theme so it launches as default opening theme when experdocs is launched.

  62. Can I delete documents from experdocs?
    Yes, at the top of the experdocs interface, go to click on “Project Data” and scroll down to “Documents and Photos” and then scroll over to click on “Delete Photos/Documents”

  64. Could another user delete documents from experdocs?
    Only if the Host, or owner of the information, choses to allow administrative permission to another User. We provide tiered permission-based rules of access, or functionality parameters, where Host Accounts (and User Accounts if permitted by the Host) can specify exactly what other Users can see and do within project files. Users can be allowed a wide range of possible permissions to access information. Some Users may be permitted to only view file, while other Users may be permitted to have full administrative control. The settings are controlled and customized by the Host Account holder. In addition, file groups and individual files can be shared easily based on how permissions are set to permit safe, controlled access to an unlimited number of users. User activity is logged in experdocs to track access to account, project and files.

  66. Can I share my Project documents if the other person does not have experdocs?
    Yes, information can be shared via the “Shares” menu within the program or by granting access to the WebApp (Web Application, online portal and experdocs’ online viewing center), that can be accessed by clicking on “Client Login” from within the experdocs website. Also, User accounts (User Accounts access files within a Host Account) are only $19.95/month, require no contract, can be canceled any time, and present the most complete way to share information.

  68. Will experdocs run on a 64-Bit and 32-Bit Version of Windows XP, Vista or Windows 7 Operating Systems?

  70. Will experdocs run on a PC Using the New Intel® Core™ i3, i5 and i7 Processors?

  72. What are the recommended Hardware requirements to run experdocs?
    You will have the best user experience with experdocs on a PC that meets the recommended system specifications below:

Intel® Core™2 Duo Processor 2.0 Ghz (or later)
Microsoft Windows® 7, Windows 8 and 8.1 operating systems (64-bit or 32-bit)
4GB System RAM
256MB Dedicated Display Graphics Memory***
1280 X 1024 Display Resolution at 32-bit color palette
High Speed Internet Connection (required for initial and regular synchronizations with the server and the transfer of photos and documents)
***Microsoft DirectX 10, DirectX 9, or OpenGL capable graphics card recommended. A Windows Experience Index graphics sub score of 4.0 (or higher) is recommended for best presentation performance.