When your companies are set up as a group, the group's CEO and administrator see every company on one page, ask one question across all of them, and open any company to look inside. Every look is written to that company's own activity log.
The video plays from YouTube when you click it.
Step by step
- Open Group overview from the menu. The Companies table shows each company's users, documents, failed documents, questions this month and AI cost this month.
- Type a question under Ask across all companies and click Ask. The answer says which company each fact comes from.
- Click Open beside a file under Sources to read it in a panel beside the answer. Click New question to start again.
- Open Dashboard from the menu for the whole group at a glance: each company's mail this week, the emails waiting on a reply, and the week ahead.
- Click Open beside a company, or choose it from the company list at the top of the page. DociToci opens that company's dashboard.
- Work in the company as its own people see it. A bar at the top says Viewing … as group CEO - read only, or as group administrator, who can also change its users, folders and settings.
- Click Back to and your group's name in that bar to return to the group.
- Set a group office person's Group access under People to None, View (CEO) or Manage (administrator), if you have Manage access. For someone in a company, click Manage in and the company's name.
Good to know
- Opening a company, each document or email read there, each question and each change is written to that company's Activity log.
- When a question across companies uses a company's documents, that company's Activity log records it.
- Failed counts documents that could not be read for search. This month counts from the 1st (UTC).
- Changing a person's group access signs them out everywhere, so the new level applies at once.
Who can do this: Group CEO and administrator. Package: Corporate and above. Questions? Write to hello@docitoci.com.