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Introduction to dox2U

Introduction to dox2U: Table of Contents Guide: 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 Team Invite your Team onto dox2U Join a dox2U Workspace How To Find Your Workspace Understanding Roles & Rights in dox2U Understanding Groups in dox2U

Using dox2U

Using dox2U: Table of Contents

Workspaces

Guide: What is a Workspace Create a Workspace Join a Workspace How to Find your Workspaces Sign in to your Workspace Forgot Password Navigate your Workspace Dashboard

Uploading & Tagging Documents

Understand Adding Documents to dox2U Upload a Document Choose an Owner and Verifier for a Document Choosing a Language for Selected Documents Add Physical Storage Info to Uploaded Documents Reassign Verification to another Workspace User View Documents Assigned for Verification Verify an Uploaded Document Change Ownership of a Document Add Tags to a Document Guide: Understanding Templates Add Templates to a Document Create a New Template Edit an Existing Template Delete a template

Document handling

Guide: Understanding dPages Guide: Understanding Document Deletion Moving documents to trash How to empty your dox2U Trash?Permanently Deleting a Document with dox2U How to restore docs from your dox2U Trash?Print a Document Download a Document View a document Edit a Document Edit Document Name View Document Details & Activity Log Transfer Document Ownership Locating your Documents Filter & Search through Document Tables

Share documents using dox2U

Guide: Sharing Documents using dox2U Share Documents with Users & Groups Revoke Access to Documents Shared with Users & Groups Control who Can Share Documents Guide: Understand Guest Sharing Sharing Documents with Guest Revoke Guest Access View Document in Guest Mode

Organize documents with dox2U

Understanding dox2U Smart Cabinet Show All docs vs Docs I can access Filters of Smart Cabinet

Text Extraction

What is Text Extraction and Crawling in dox2U? View Text Extraction Status, Extracted Text, and Searchable Doc Download Extracted Text and Searchable Doc Send a Document for Text Extraction with a Different Language

Deep Search

Understand dox2U Deep Search Searching Documents in your Workspace Advanced Search Parameters

Notifications

Guide: Notification Center View Notifications Delete Notifications Mark Notifications as Read

User Profile Settings

Guide: Setting up Your User Profile View your Own Profile Change Password Sign out of the Workspace

Administration

Administration: Table of Contents

Manage Users

Understand User Management Add/Invite New Users to Your Workspace Delete A User Disable A User Enable A User Invoke Reset Password On A User View Invited Users Revoke Invitation for A User Resend Invitation to a User View Deleted Users

Manage Groups

Understanding Group Management View List of All Groups Create Custom Groups Add Users to Groups Remove Users from Groups Delete Custom Groups Rename Custom Groups

Setting Up A Workspace

Manage Users Manage Groups

Workspace Management

Guide: Workspace General Settings Upload, Change or Remove your Workspace Logo Joining a Workspace Set Display Name Guidelines for Workspace Users Change Email and Contact Numbers Privacy for Users Set Workspace Time Zone Change Date and Time Formats of Your Workspace Change Workspace Name and URL Set Audit Log Duration Settings Change Session Termination Duration

Workspace Management for Owners Only

Change Workspace Ownership Understand the Disabled Status of the Workspace How to Disable your Workspace How to Log in to a Disabled Workspace How to Enable your Disabled Workspace

Audit Log

Understand Audit Log View Audit Log Audit Log Duration How to Download Audit Log Search and Filter in Audit Log

Role Management

Understanding Role Management Accessing Role Management Create Custom Roles Change rights associated with a Role Rename roles Change default role Delete roles

Workspace Trash

Understand Workspace Trash View Workspace Trash Settings Empty Workspace Trash Set Workspace Trash Duration

Billing and Subscription

Understanding how dox2U billing works Plans that dox2U has to Offer How to Upgrade from Free plan to Paid plan How to view your usage breakdown in the current billing month in a paid Workspace How to edit your billing details How to manage payment methods How to manage Invoices RBI E-mandate Guidelines for Indian Customers

Edit an Existing Template

This section will be updated soon. For more information, please feel free to contact us at support@dox2U.com

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