Help centre
Eighteen short guides, written by the people who use Docsroom every day. If you cannot find it here, ask us.
Templates
The nine included, and any you save
Client intake (legal matter)
7 requests · 4 sections
School admission (in-year)
7 requests · 3 sections
Monthly payroll inputs
4 requests · 1 section
First week
Getting going
Getting startedYour account, your first request pack and the people on it, a whole list of clients at once, and notes for your team.
TemplatesThe nine included, reading one before you use it, and saving a pack of your own.
Sending requestsPrivate links, request emails, what the other person receives, asking for clarification, and Email history.
Client links explainedWhat each kind of link shows, how long it lasts, how to withdraw one, and handing a contact’s requests over.
Upload from a phoneGetting photos of ID, certificates and receipts in from a phone in seconds.
Every day
Asking, chasing, checking
Scheduled remindersTurning reminders on for a person, what they contain, when they stop, and packs that repeat by themselves.
NotificationsAn email when somebody replies or uploads, as it happens or once a day, and where to look after a day away.
SearchCmd+K from any page: clients, packs, requests, people, files, templates and team notes by name, with your recent pages first.
Due datesNeeded-by dates, what counts as overdue, links nobody opened, and every request in one list.
Reports and exportsThe status report to print or download, the activity CSV, the data export, and a test email.
Downloading filesAll files, new files, or files up to a previous download.
Once, then rarely
Your organisation and your account
Team and sign-inInviting people, the four roles, what each person can reach, resetting a password and removing someone.
Settings and your accountYour name and email, password, two-factor, signed-in devices, saved replies, the calendar feed, branding and defaults, backups and email.
Organisation brandingYour name and logo on everything the people you ask see: their page, phone upload, client sign-in and emails.
Two-factor authenticationTurning it on with an authenticator app, recovery codes, and losing a phone.
Email setupSending from your own domain through Resend.
Backups and restoreWhat is backed up each night, where it goes, how to restore, and how to export a client.
Deleting dataWhat can be deleted, by whom, what happens to the files, and when backups let go of it.