DociToci Book a demo

Guide · Topic 2

Find your way around

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Learn where things are in DociToci: the menu on the left, the Dashboard, and the controls at the top of every page for language, colours and your password.

The video plays from YouTube when you click it.

Step by step

  1. Sign in with your work email and password. You arrive on the Dashboard, which shows your company's documents and how Ask AI is being used.
  2. Use the top of the menu on the left for Dashboard and Ask AI, the pages you will use most.
  3. Open Documents in the Documents group to reach your files and folders.
  4. Look under Follow up for pages such as Order tracker and Emails awaiting reply.
  5. Look under Connect your data to link SharePoint, OneDrive, Google Drive, Outlook email, Gmail, Other email or WhatsApp.
  6. Company administrators also see Company (Employees, Departments, Positions, Billing) and Users & access (Users, Roles, Permissions, Activity log).
  7. Click EN or 中文 at the top of the page to change the language of the screens.
  8. Click the moon or sun button next to it to switch between dark and light colours.
  9. Click your name at the top right to open Change your password.

Good to know

Who can do this: Everyone. Package: Every package. Questions? Write to hello@docitoci.com.