Workspace

Learn how to use your new AI-powered DocuX workspace. Learn about the action oriented tabs, notifications, search functionality, and more.

📄️ Walkthrough

A quick walkthrough of the different features and elements of your workspace

📄️ Menu

A walk through the DocuX main navigation menu and quick explanations of the core features of our platform

📄️ Action oriented tabs

Guides to learn more about the For my action, Pending for others, and My drafts tabs. These are the three tabs in the top half of your workspace.

📄️ Recent documents tabs

Guides to learn more about the three recent documents tabs in the lower half of your workspace—Recently shared, rRecently concluded or eSigned, and Recent templates

📄️ Workspace colors and tags

A glossary of all colors and tags on the documents in your DocuX workspace. Generally used to denote type of document and upcoming deadlines.

📄️ Platform wide chat

An exhaustive guide on DocuX’s main chat functionality located in the header. Learn how you can use it and who you can chat with.

📄️ Notifications

Learn about the different types of notifications on DocuX, where they are delivered, and how to change your notification preferences from the Settings page

📄️ Keyboard shortcuts

A list of all keyboard shortcuts specific to DocuX and its features and where to find them in your Workspace. Now work at the speed of your thoughts.

📄️ Document search

A guide to the omnipresent search functionality. How to use it, where to find it, and what it is capable of—learn it all here