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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
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
