DeskDox Documentation
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Download the Full Manual
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Browse documentation
Select a product area to explore articles and guides.
Getting Started
First-session guidance, core concepts, and orientation for new DeskDox users.
Dashboard and Navigation
Dashboard metrics, topbar navigation, workspace orientation, and daily navigation patterns.
Documents
Upload, find, preview, share, and manage records across document workspaces.
Metadata and Versions
Metadata, versions, lifecycle policies, retention actions, and document governance.
Search and Retrieval
OCR search, deep search, search filters, and retrieval workflows.
Sharing and Access Control
Sharing, permissions, users, departments, roles, visibility, and audit access patterns.
Workflow Approvals
Approval routing, task inboxes, review decisions, signatures, and workflow participation.
Workflow Administration
Workflow templates, supervision, SLA planning, escalation, and administrator controls.
Emii AI
Emii AI entry points, effective use, and permission-aware assistance.
Administration and Operations
System settings, notifications, email, licensing, branding, and operating procedures.
Deployment Manual
Infrastructure baseline, architecture, installation, security, backup, maintenance, and go-live readiness guidance.
Backup, Restore, and System Health
Backups, restore, storage management, readiness checks, and platform health.
WhatsApp Integration
WhatsApp integration setup, readiness, and enabled-environment guidance.
Troubleshooting and FAQ
Common issues, FAQs, access problems, workflow troubleshooting, and support triage.