Getting Started with dox2U for Workspace Owners

If you have already created a Workspace for your team or want to create one on dox2U, this article will help you understand all the fundamental steps that you need to follow to get started with dox2U. 

The main actions that you need to understand to get started with dox2U are:

• Create a Workspace
• Set up your Workspace
• Manage Billing
• Upload & Verify documents

Create a Workspace

Creating a Workspace on dox2U and getting started on your paperless journey is an extremely easy process. Follow the quick steps below to create a Workspace for your team.

Step 1: Visit our website and select the “Create Workspace” link on the top bar

URL: https://www.dox2U.com

Step 2: Fill in your basic particulars which will help us create the workspace for you.

Step 3: You will be redirected to our app with your Name & Email pre-filled. Re-verify your email and press Next. 

Step 4: A verification code will be sent to your entered email address. Enter the verification code to proceed further. 

Step 5: Enter the name of your Workspace. 

Step 6: Select a URL for accessing your Workspace. This is a personalized, unique URL that is reserved specifically for your Workspace.

Step 7: Press “Confirm” to create your Workspace. 

📓Things to be noted:

• You can create multiple Workspaces using the same email. 
• The email with which the Workspace will be created will become the Owner of the Workspace. This can be changed from your Workspace Settings  

Set up your Workspace

Setting up your dox2U Workspace involves 4 main steps. Click on either of the articles to get more details about how each process works

• Invite Users 
• Create & Manage Groups 
• Define Roles & Rights 
• Explore Workspace Settings 

The Admin Section, accessible from the navigation bar on the left side of the screen can be used to access all of the functionality mentioned above. 

[SCREENSHOT OF EXPANDED ADMIN SECTION]

Some valuable tips to get you started:

• Create Groups according to the different roles in your team
• If your Workspace is in a paid subscription plan, you can Invite users using your team’s domain. Read here for more information 
• Create Custom Roles and define granular rights to obtain maximum control over everything in your Workspace
• Upload a Workspace Logo in the General Settings for your Workspace.
• Set up a Display Name Guideline for your team member’s display names

Manage Billing

As a Workspace Owner, only you will be able to manage the billing information for your Workspace. The Billing & Subscription tab located within the Admin section on the navigation bar on the left side of your screen will allow you to open up the B&S Dashboard. 

The Billing & Subscription Dashboard allows you to:

• Manage Billing Addresses
• Manage Payment Methods
• View Billing History
• Upgrade from a Free to Paid subscription plan 
• Modify an existing subscription

Learn more about Billing & Subscription here 

You can also upload, verify, view and edit document easily using dox2U.