Getting Started

What this helps you do

Get ready for daily DeskDox work in your first session.

Quick checklist

1. Sign in with your work account.
2. If prompted, complete 2FA code entry.
3. Open Profile and verify your details.
4. Open Documents and confirm folder access.
5. Open My Tasks and check pending approvals/signatures.
6. Open Notification Settings and set your preferred channels.
7. Open Help and bookmark key articles for your role.

If you do not see expected menus

• Your role may not include those permissions.
• A module may be feature-gated in your environment.
• Ask your administrator to verify your account scope.

Related reading

• User Manual: Getting Started
• User Manual: Dashboard and Navigation