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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
Guide: What is a WorkspaceCreate a Workspace Join a Workspace How to Find your WorkspacesSign in to your WorkspaceForgot PasswordNavigate your Workspace Dashboard
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
Guide: Sharing Documents using dox2U Share Documents with Users & GroupsRevoke Access to Documents Shared with Users & GroupsControl who Can Share DocumentsGuide: Understand Guest Sharing Sharing Documents with GuestRevoke Guest AccessView Document in Guest Mode
Organize documents with dox2U
Understanding dox2U Smart CabinetShow All docs vs Docs I can accessFilters 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 DocSend a Document for Text Extraction with a Different Language
Deep Search
Understand dox2U Deep SearchSearching Documents in your WorkspaceAdvanced Search Parameters
Notifications
Guide: Notification Center View Notifications Delete NotificationsMark 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 GroupsAdd Users to Groups Remove Users from Groups Delete Custom Groups Rename Custom Groups
Setting Up A Workspace
Manage UsersManage Groups
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
Change Workspace OwnershipUnderstand the Disabled Status of the Workspace How to Disable your WorkspaceHow to Log in to a Disabled WorkspaceHow to Enable your Disabled Workspace
Audit Log
Understand Audit LogView Audit LogAudit Log Duration How to Download Audit LogSearch and Filter in Audit Log
Role Management
Understanding Role Management Accessing Role ManagementCreate Custom Roles Change rights associated with a RoleRename rolesChange default roleDelete roles
Workspace Trash
Understand Workspace TrashView Workspace Trash SettingsEmpty Workspace TrashSet Workspace Trash Duration
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

Introduction to dox2U: Table of Contents

A. Getting Started with dox2U for New Users 

B. Getting Started with dox2U for Workspace Owners 

C. dox2U Dictionary 

D. Create a dox2U Workspace 

E. E-Mail Template for Introducing dox2U to Your Team

F. Invite your Team onto dox2U 

G. Join a dox2U Workspace 

H. How to Find your Workspace 

I. Understanding Roles and Rights in dox2U 

J. Understanding Groups in dox2U 

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