Common Questions About SavvyDox
The SavvyDox suite includes the following components:
- SavvyDox Reader for iPad and Windows lets mobile executives and employees read and comment on published documents.
- SavvyDox Add-in for Microsoft Office and other interfaces allow document owners to publish from within their existing authoring environment. Documents are automatically distributed to recipients in seconds.
- SavvyDox Web Portal allows document owners to publish PDF documents via the web and get analytics on how they’re used.
- A SavvyDox server hosts cloud services that are available to all SavvyDox client applications.
- SavvyDox Web Services API enables integration between SavvyDox cloud services and a variety of customer environments. It can also be used to build custom publishing and reader clients to leverage the SavvyDox cloud services.
A more complete overview may be found in the Getting Started with SavvyDox guide.
You’ll minimally need a SavvyDox Reader and a SavvyDox account.
SavvyDox Readers are free to download.
SavvyDox accounts are available as a free starter account, a team account, or an Enterprise account. Here is where you can read more about the details of the various SavvyDox Plans.
Here’s a page that shows you how to quickly Get Started with SavvyDox, including how to download the SavvyDox Readers.
In order to read and review documents, you need a SavvyDox server account and a SavvyDox Reader installed. SavvyDox Readers are available for both iPad and Windows Desktops. These readers may be installed from here. Additional information about how to get started with SavvyDox and use the Readers may be found on the Getting Started with SavvyDox page.
The SavvyDox Publishing Add-in for Microsoft Office is a great tool for authors who have been using Microsoft Word or Microsoft PowerPoint and need to easily get updates out to reviewers, whether internal or external to the organization, and ensure they have the right version of the document.
To seamlessly publish documents from with Microsoft Office:
- Download and install the SavvyDox Add-in for Microsoft Office from here.
- Open up either Microsoft Office Word or PowerPoint
- Click on the SavvyDox tab
- Click on the Connect button in and fill in your SavvyDox account credentials
- Click the Publish button to start the publishing wizard.
More information about publishing from Microsoft Office may be found in the Getting Started with SavvyDox guide.
There are three ways that you can publish documents to SavvyDox stakeholders:
- You can publish PDF documents from a browser using the SavvyDox Web Portal. Note that the full power of the SavvyDox differencing engine requires PDF 1.4 or higher.
- You can publish from Microsoft Office using the SavvyDox Add-in for Microsoft Office. This may be downloaded here.
- If you have the SavvyDox Reader for iPad installed, you can publish PDF documents from your iPad by opening the containing iPad application (e.g. mail, Dropbox, etc), tapping the “Open In” menu item, and selecting the SavvyDox Reader icon.
More information about publishing may be found in the Getting Started with SavvyDox guide.
The SavvyDox Web Services API supports seamless publishing from cloud-based Content Management systems (CMs) such as Microsoft Office365, and Dropbox, as well as Enterprise Content Management Systems (ECMs) such as SharePoint, Documentum, OpenText, and FileNet. At this time, publishing from CMs and ECMs requires custom integration services.
Absolutely! All devices are automatically synchronized, assuming they are all online and connected to the SavvyDox cloud service. If you are working offline, devices synchronize when you go back online and connect to the SavvyDox service.
We are planning to develop SavvyDox Reader for Android. We haven’t announced an availability date, which will be influenced by demand.
Technical Questions About SavvyDox
When you sign up for a SavvyDox account, you provide the following information:
- A username
- A password
- A SavvyDox server URL (by default, this is https://cloud.savvydox.com)
Use these credentials when you login to SavvyDox from the SavvyDox Readers.
Also see the Getting Started page for a description of the signup process. In some cases, you will have been sent these credentials by a System Administrator.
You may not be able to log in for one of these reasons:
- Your username and password are incorrect. Re-enter your username and password and check that caps lock is not turned on by accident.
- You are not connected to the internet. Check your connectivity by trying a regular web search.
- You have not validated your account. Look for an email sent by the SavvyDox system and click the validation link.
- You are using the wrong SavvyDox server URL. Check the following information:
- The actual server URL. By default, this is https://cloud.savvydox.com
- The URL prefix. All SavvyDox clients default to secure connections (https). If you are connecting to an unsecured server, you must explicitly include http:// as the prefix.
- The port number. You may need an alternative port number if the SavvyDox server is not using port 80 (HTTP) or 443 (HTTPS). In this case, append the port number to the end of the server URL. The address is typically https://<servername> on a secure connection or http://<servername> on an unsecure connection.
If everything was working fine before the upgrade, this is mostly likely because Office was open during the update. Restarting Word or PowerPoint typically resolves this issue.
If everything was working fine before the upgrade, this is mostly likely because an older version of the Reader was open during the upgrade. Restarting the Windows Reader typically resolves this issue.
This issue is resolved starting with Windows Reader 22.214.171.124. Please ensure you have the latest copy of the Windows Reader downloaded from the SavvyDox Downloads area of our website.
This issue is resolved starting with Office AddIn version 126.96.36.199. Please ensure you have the latest copy of the Office AddIn for Microsoft Office downloaded from the SavvyDox Downloads area of our website.
There are two ways to do this:
- Change the title when you publish a new version of a document. SavvyDox uses the most recent title. This method also increments the version number and shows as “0 Changes” in SavvyDox.
- Using the SavvyDox Add-in for Microsoft Office, run the publishing wizard and change the title in Step 2 of the process. When you republish, the version number remains the same, but all recipients are notified of a title change, which is reflected in SavvyDox.
Choose a method based on the user management policies that have been set up for your organization:
- A system administrator can create new users by selecting User Profile > System Admin in the web portal.
- If self-registration is allowed, users can create their own accounts from the “Don’t have an account?” link on the web portal login page. Users must validate their account before it becomes active. In this case, the user knows the password used to create the account.
- If email invitations are allowed, existing SavvyDox users who publish new documents see the option to “Invite by email” when adding recipients. New users receive an invitation email and then are taken to the account creation screen and then follow the regular signup process.
Document owners (those who publish documents to SavvyDox) can view SavvyDox analytics by logging in to SavvyDox Web Portal using their SavvyDox account and clicking for the document they’re interested in.
Document owners can also view analytics in SavvyDox Reader on iPad by:
- Logging in to their SavvyDox account
- Long press on a document in their All Published Documents folder.
- In the Author Tools section, tap on “Analytics”
This brings up a full page display of the analytics for that document.
Document recipients do not have access to analytics information – it is restricted to document owners who publish through SavvyDox.
You may not be able to see your document for one of these reasons:
- You are not in a Collection that contains the document. Start by going to the All Received Documents collection to look for it.
- The document was published, but no recipients were assigned when it was published.
- SavvyDox Reader is connected to a different SavvyDox server URL (for example, if you have more than one SavvyDox account on different servers).
- The document was revoked, meaning that the document owner removed you from the recipient list.
- The author has deleted the document from the SavvyDox system
To find more information, report an issue, or provide other feedback, go to the Support Page.