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Eighteen short guides, written by the people who use Docsroom every day. If you cannot find it here, ask us.

Setup checklist4 of 7 steps complete5 of 7 steps complete6 of 7 steps complete7 of 7 steps complete

Name your organisationComplete
Add a colleagueComplete
Create your first request packComplete
Add your requestsComplete
Share your request packComplete
Email deliveryComplete
Turn on two-factor authenticationComplete

In Settings, under Tools & setup

An illustration of the setup checklist in the app.

Getting going

First week · 5 guides

Getting startedYour first request pack and its people, importing a list, and team notes TemplatesThe eight included, reading one before you use it, and saving your own Sending requestsPrivate links, request emails, what they receive, and Email history Request links explainedWhat each link shows, how long it lasts, withdrawing one, handing over Upload from a phonePhotos of ID, certificates and receipts from a phone, in seconds

Asking, chasing, checking

Every day · 6 guides

Scheduled remindersTurning them on, what they contain, when they stop, packs that repeat NotificationsAn email when somebody replies or uploads, as it happens or once a day SearchCmd+K from any page: packs, requests, people, files, templates, notes Due datesNeeded-by dates, what counts as overdue, and every request in one list Reports and exportsThe status report, the activity CSV, the data export and a test email Downloading filesAll files, new files, or files up to a previous download

Your organisation and your account

Once, then rarely · 7 guides

Team and sign-inInviting people, the four roles, resetting a password, removing someone Settings and your accountProfile, password, two-factor, devices, saved replies, backups and email Organisation brandingYour name and logo on everything the people you ask see Two-factor authenticationAn authenticator app, recovery codes, and losing a phone Email setupSending from your own domain Backups and restoreWhat is backed up each night, how to restore, exporting everything Deleting dataWhat can be deleted, by whom, and when backups let go of it