What is DeskDox?
DeskDox is an enterprise document management platform for organizing documents, controlling access, searching content, routing approvals, and maintaining operational visibility.
FAQ
DeskDox frequently asked questions
Practical customer-facing answers for teams evaluating DeskDox document management, workflow approvals, search, AI, security, support, and deployment.
Product overview
Who is DeskDox for?
DeskDox is built for teams that manage regulated, approval-heavy, or high-volume business documents across departments, branches, and operational roles.
Can DeskDox support multiple departments?
Yes. Departments, roles, users, folders, and workflows can be structured to reflect how an organization actually operates.
Documents and OCR search
Can users upload and organize documents?
Yes. Users can upload documents, organize them into folders, maintain metadata, preview files, and manage document-level actions according to their permissions.
Does DeskDox support OCR and content search?
DeskDox supports OCR-oriented retrieval and deep search workflows so users can find documents by metadata, title, and searchable document content where enabled.
Can teams track document versions?
Version and document history features help teams understand how records changed over time and reduce confusion around active document copies.
Workflow approvals
What approval workflows can DeskDox support?
DeskDox supports routed approvals, task inboxes, review decisions, workflow templates, comments, history, SLA planning, and supervisor visibility.
Can workflows be configured by department or document type?
Workflow templates can be planned around departments, document categories, metadata, approvers, and operational rules depending on the deployment design.
How are overdue approvals handled?
SLA, notification, and escalation features help teams monitor overdue work and follow up on delayed approvals.
Emii AI
What is Emii?
Emii is DeskDox AI assistance for asking questions, retrieving document-related answers, and helping users work faster within permission-aware boundaries.
Does Emii respect permissions?
Emii is designed for permission-aware retrieval so answers are aligned with the information a user is allowed to access.
Can Emii be configured for private environments?
AI routing should be planned during deployment. Options may vary by infrastructure model, connectivity, customer policy, and license.
Access control and audit
How does DeskDox control access?
Access can be governed through roles, users, departments, folder permissions, document permissions, workflow assignments, and administrative policies.
Does DeskDox keep audit history?
DeskDox provides audit-oriented activity history for document actions, sharing, workflow decisions, and administrative changes.
Can public links be controlled?
Public link usage should be governed by policy, and DeskDox provides controls to review and manage shared access.
Deployment and infrastructure
Where can DeskDox be deployed?
DeskDox can be planned for customer-controlled infrastructure, private cloud or VPS, Docker-based deployments, distributed environments, and restricted-network deployments.
What infrastructure is required?
Requirements depend on document volume, OCR workload, users, retention, and availability needs. Typical services include web, API, PostgreSQL, storage, conversion, indexing, and worker services.
Does DeskDox require internet access?
Some deployments can be planned for restricted networks, but email delivery, updates, AI routing, and support workflows must be considered during design.
Licensing and editions
How is DeskDox licensed?
Licensing depends on the selected edition, deployment model, user scope, and enabled capabilities. The DeskDox team can help map licensing to your rollout plan.
Can features vary by edition?
Yes. Features such as advanced workflows, AI options, integrations, or deployment choices may vary by license and environment.
Support and training
Is training available?
Training can be arranged for administrators, document users, workflow approvers, and support teams during rollout.
How do customers request help?
Use the Support page to submit product, technical, deployment, license, training, or partner enquiries to the DeskDox support team.
WhatsApp integration
Does DeskDox support WhatsApp integration?
DeskDox includes WhatsApp-oriented integration guidance where enabled for the customer environment and supported use case.
Is WhatsApp always enabled?
No. WhatsApp availability depends on deployment configuration, integration readiness, customer policy, and licensing.
Data security
Is DeskDox suitable for security-conscious teams?
DeskDox is designed to support security-conscious deployments through access control, auditability, controlled sharing, backup planning, and customer-managed deployment options.
Does DeskDox claim security certifications?
This documentation does not claim certifications unless they are formally achieved and published. Evaluators should review the Security page and confirm current compliance requirements with the DeskDox team.