Help center

The first few steps after signing up — create your organization, activate a plan, upload your first PDF, send it for signature and invite colleagues.

What the bell shows, what DOXIO notifies you about, who receives which notification and how to choose what is e-mailed to you right away.

How to find a document, client or workspace with Ctrl+K, save filters as a view, and edit, move or download several items at once.

How to add card, request, signing link and invoice deadlines to Google Calendar, Outlook or Apple Calendar, and how to turn the link off.

How to try DOXIO on made-up data — a sample client workspace with documents, cards and requests — and how to remove it again in one click.

How to upload a PDF, choose signers and their order, place the signature and fields, send it for signature and download the signed document with its certificate.

How to save a document you send repeatedly as a template, fill in client and office details with variables, and start a new signing round from it.

How to send one document or template for signature to up to 100 people at once, prepare the recipient list in Excel and follow the sending progress.

A shared space with each client: a board with columns and labels, document requests, uploads, client contacts, templates and archiving.

How to invite a client to the portal, how they sign in without a password and what they see there: requests, uploads from computer or phone, and messages with the office.

Set up once what you need from a client every month, quarter or year. DOXIO creates the requests by itself and reminds the client before and after the due date.

Assign a card to a colleague, mention them in an internal note and keep track of your cards in one place. Owners and admins see how much work each person has.

Ready-made texts you insert into a comment on a document in a client workspace. The client, office and date variables fill themselves in.

How to send a client an automatic monthly report of their workspace — what they sent, what the office processed and what is still missing — and how to create, edit and send one by hand.

How to turn on accounting data, set the default posting template, VAT classification and number series, enter credit notes and reverse charge, fill in and confirm document data and export it to your accounting software.

How to connect DOXIO to ABRA Flexi over its REST API, create an API user, turn on automatic sending of documents and fix connection errors.

How to export documents from DOXIO as POHODA XML and import them into POHODA step by step, with posting rule, VAT classification, credit notes, reverse charge and a link to the PDF.

How to export documents from DOXIO as Money S3 XML, import them by hand through XML transfers or automatically with S3 Automatic, and check the result, including credit notes and reverse charge.

How to turn received invoices into a bulk payment order (ABO/KPC, SEPA or QR Platba), mark invoices as paid, keep track of due dates and send payment reminders to customers.

How to set who must approve a received invoice before it can be exported to accounting, sent to ABRA Flexi or paid — rules, steps, deputies and separation of duties.

How long Czech law requires you to keep documents, how DOXIO sets the class and the "Keep until" date, what a legal hold does and how to dispose of documents safely once the period ends.

How to switch on the Document extraction (AI) module, what AI reads from invoices and receipts, how to review and confirm the result, how many pages the AI packs include and where documents are sent.

How to turn on two-factor authentication with an authenticator app, save backup codes, add a passkey, and how the owner requires two-factor for the whole organization.

How to invite teammates to your organization, what an owner, admin and member can do, how to change a role or remove a member, and what to do when seats run out.

The Start, Tým, Kancelář and Enterprise plans, the 14-day trial, changing plans, invoices, the payment card, buying extra seats and AI extraction packs.