Account and Setup

Exhaustive guides to help you create and set up your account on DocuX. Learn how to sign up, edit your profile, create labels, enable security settings, and more.

📄️ Sign up

Sign up on the DocuX platform with OTP or password or with Single Sign-On (SSO) using Google or Microsoft

📄️ Free trial

Step-by-step guide to help you claim your DocuX free trial. Also covers trial inclusions, duration, and frequently asked questions

📄️ Sign in

Sign in to the DocuX platform with OTP or password or with Single Sign-On (SSO) using Google or Microsoft

📄️ Edit profile

Learn how to edit your password, name, signature, company name, designation, timezone, and phone number

📄️ Add and edit contacts

Step-by-step guides to help you add, edit, search for, and remove contacts—individually and in bulk. Includes FAQs.

📄️ Notification preferences

Choose which notifications you want to receive and where (in-app or via email or both) in the Notification center

📄️ Company branding

Learn how to add your company logo on DocuX to help maintain context for all internal and external users.

📄️ Company security settings

Set up enterprise-wide security features to ensure your company meets regulatory and compliance requirements

📄️ Labels

How to create, edit, and delete personal and system labels. Also answers questions on label limits, visibility, and more.

📄️ Watermark

Create a watermark for eSign documents and prevent unauthorized use of documents that are yet to be signed.