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
Understanding dox2U Smart Cabinet
Smart Cabinet gives you a dynamic view of all documents in your workspace. It is an electronic cabinet that is meant to recreate the experience of storing digital documents in an organized manner just as in a physical file cabinet.
With the use of available filters, you could narrow down to the document you wish to retrieve.
You can access Smart Cabinet in your workspace from the left navigation menu any time.
📓Things to be noted
- In order to use the Tags (Labels & Values) Filter effectively, it is important for you to have organized and tagged your documents correctly.
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