Introduction to dox2U
Introduction to dox2U: Table of ContentsGuide: Getting Started with dox2U for New Users Getting Started with dox2U for Workspace Owners dox2U Dictionary Create a dox2U Workspace Email Template for Introducing dox2U to Your TeamInvite your Team onto dox2UJoin a dox2U WorkspaceHow To Find Your Workspace Understanding Roles & Rights in dox2UUnderstanding Groups in dox2U
Using dox2U
Using dox2U: Table of Contents
Workspaces
Uploading & Tagging Documents
Understand Adding Documents to dox2UUpload a DocumentChoose an Owner and Verifier for a DocumentChoosing a Language for Selected DocumentsAdd Physical Storage Info to Uploaded DocumentsReassign Verification to another Workspace UserView Documents Assigned for VerificationVerify an Uploaded DocumentChange Ownership of a DocumentAdd Tags to a Document Guide: Understanding Templates Add Templates to a DocumentCreate a New TemplateEdit an Existing TemplateDelete a template
Document handling
Guide: Understanding dPages Guide: Understanding Document Deletion Moving documents to trashHow to empty your dox2U Trash?Permanently Deleting a Document with dox2UHow to restore docs from your dox2U Trash?Print a DocumentDownload a DocumentView a documentEdit a Document Edit Document Name View Document Details & Activity LogTransfer Document OwnershipLocating your DocumentsFilter & Search through Document Tables
Share documents using dox2U
Organize documents with dox2U
Text Extraction
Deep Search
Notifications
User Profile Settings
Administration
Administration: Table of Contents
Manage Users
Manage Groups
Setting Up A Workspace
Workspace Management
Guide: Workspace General Settings Upload, Change or Remove your Workspace LogoJoining a WorkspaceSet Display Name Guidelines for Workspace Users Change Email and Contact Numbers Privacy for UsersSet Workspace Time ZoneChange Date and Time Formats of Your WorkspaceChange Workspace Name and URLSet Audit Log Duration Settings Change Session Termination Duration
Workspace Management for Owners Only
Audit Log
Role Management
Workspace Trash
Billing and Subscription
Understanding how dox2U billing worksPlans that dox2U has to Offer How to Upgrade from Free plan to Paid planHow to view your usage breakdown in the current billing month in a paid WorkspaceHow to edit your billing details How to manage payment methods How to manage Invoices RBI E-mandate Guidelines for Indian Customers
Create Custom Groups
The Owner of the Workspace, Admin, or a Member with Users & Groups right enabled can easily create a custom group and manage members within each such group.
Step 1: Go to the “Admin” section in the side menu of your Dashboard and click on the “Groups” page.
Step 2: Go to “General Group” and click on the “Add New Group” button.
Step 3: In the dialogue box that appears give a Title/Name to your newly created group and press “Confirm”. Your new Custom group will be created.
📓Things to be noted -
- You cannot use the same Group name twice. The name of the group has to be unique every time it is created.
- Creating a custom group is supported only in our paid Growth & Pro plans.
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