• Nov 27, 2025
  • 2 min read

Doculore Quick Start Guide

Introduction

Welcome to the Doculore Help Manual! This guide is designed to help you navigate Doculore’s desktop application for document processing, OCR, search, and RAG. Whether you are a beginner or an advanced user, this manual will provide clear instructions to make the most of Doculore’s features.

Getting Started with Doculore

Installation & Setup

System Requirements:

  • Microsoft Excel 2013 or later (Windows & Mac)
  • Active internet connection for data synchronization (optional but recommended)

Installation Steps:

  1. Download Doculore from the official website.
  2. Open Excel and navigate to the Add-ins section.
  3. Click on Manage Add-ins, then select Install Add-in and upload the DataNova file.
  4. Once installed, restart Excel to ensure proper integration.

Activation & First-Time Use

  1. Launch Doculore and follow the onboarding steps to configure OCR and indexing.
  2. Click on Activate and enter your license key or start with a free trial.
  3. Once activated, explore the toolbar options to begin working with your data.

Key Features

1. Document Processing & OCR

  • Parse PDFs, office documents, and images with multi‑language OCR and layout parsing.
  • Normalize and enrich content to prepare for search and RAG.

2. Indexing & Enrichment Tools

  • Create and update semantic/vector indexes.
  • Configure entity extraction, redaction, and metadata enrichment.

3. Search & RAG

  • Combine keyword, semantic, and vector search. Enable RAG with grounded citations for traceable answers.

4. Auditability & Reporting

  • Export trace logs, citations, and summaries. Generate reports and export them in PDF/CSV formats.

Troubleshooting & Support

Common Installation Issues

  • Problem: OCR fails on scanned PDFs.
    • Solution: Verify language packs in settings and ensure images meet minimum DPI.
  • Problem: Error message: "Unsupported Excel version."
    • Solution: Ensure you are using Excel 2013 or later and update to the latest version.

Excel Compatibility Issues

  • If features are not working correctly, verify that background indexing is enabled and connectors are properly configured.

Where to Get Help?

  • Visit our Support Page for detailed FAQs and troubleshooting tips.
  • Contact our customer support via live chat or email.

Conclusion

With Doculore, teams can process, understand, and retrieve knowledge from documents with confidence—powered by OCR, enrichment, advanced search, and RAG.

Start exploring today, and unlock the full potential of your document knowledge with Doculore!