Documents

Learn how to create, collaborate on and control your documents and contracts on DocuX. Takes you through all the important features in the document editor.

📄️ Dashboard walkthrough

A walkthrough of the different elements on the Documents dashboard. See where your drafted, eSigned, and voided documents are stored.

📄️ Create a document

Step-by-step guides to help you create documents on DocuX. You can upload an existing document or start from scratch.

📄️ Document editor

Meet the document editor, it’s toolbar, and control panel. Documents are treated as Word docs and the editor is different from the eSign editor.

📄️ Document settings

Document specific settings where you can set passwords and allow or restrict what collaborators can do on your document

📄️ Manage collaborators

Learn how to add and remove collaborators on your document. Also explains Internal vs. external collaborators on DocuX.

📄️ Chat with collaborators

Start conversations with other collaborators on the document. You can chat with internal and external collaborators individually or in a group.

📄️ Comments on documents

Step-by-step guides on how to create, reply to, resolve, and delete comments. Only collaborators added to a doc can view and comment on it.

📄️ Document approval workflow

Guides to create, edit, and cancel automated internal approval workflows. Also, learn how to approve and decline approval requests.

📄️ Attachments on documents

How to add and remove attachments from documents, explained. Also explains the different ways attachments can be added to a document.

📄️ Document audit trail

Learn about the audit trail on documents and what it records. Audit trails are a part of all documents created on DocuX

📄️ Manage document versions

DocuX creates strong, clean document versions. Learn how you can view, compare, and restore previous versions of your documents

📄️ Document properties

All document properties explained. Includes document name, description, added collaborators, labels, attachments, and more.

📄️ Document ownership

Learn how to transfer document ownership to another user. The document owner holds exclusive rights and overall control over the document.

📄️ Edit a document

Guides on editing a document for owners and collaborators. Includes how to release to and recall documents from collaborators.

📄️ Delete a document

Step-by-step guides on deleting and restoring a document. Also covers the ramifications of deleting a document that has collaborators added.

📄️ Actions on documents

Actions owners, approvers, and collaborators can take on documents, who is notified when that action is taken, and what happens next

📄️ Search and filter documents

How to find the document you are looking for—step-by-step guide on using the search functionality in the header

📄️ Sort documents

Order documents in one of five ways—alphabetically, by priority, by last edited, by last activity, or by when it was shared with you