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
Search and Filter in Audit Log
dox2U lets you search for specific events & actions in your Audit Log. The search bar and the added filters make finding relevant information easy and convenient.
- Search for the Audit log activity that you’d like to enquire for by typing in the related keywords.
- You may even resolve to use filters to make your search more accurate.
The Filter options available are:
| Filter | Description |
| Date | Filters out results per using date range |
| Category | Filters the results using pre-defined event categories |
| Activity | Filters out results based on pre-defined activities performed in Workspace |
| User | Filters out results where specific Users are involved |
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