Guides
Short guides to DocuDriver, in the order a new workspace meets things. Each one says what a feature is for, the few things most people do with it, and the one mistake to avoid. For a question these do not answer, Help and support reaches us.
Getting started
From an empty workspace to a first real answer in five short steps, each ending with something you did not have before. Twenty minutes, with the two example collections to practice on.
The common features
Uploading and collections
What a collection is, what to put in one, how uploads are read, and the one mistake to avoid.
The dictionary
How entries are proposed from your documents, why approving them matters, and how the assistant uses them.
Asking the assistant
Context, footnotes, the general-knowledge label, answer depth, and what an answer's details tell you.
Members and roles
Adding people, what the four roles can do, how access to a collection is granted, and the one mistake to avoid.
Retention and legal holds
The rules that flag, archive, and trim documents, the purge window that makes deletion safe, and holds that freeze everything under them.
The audit log
Every change in the workspace, by whom and when, searchable and exportable; what it records, and what it never does.
The institutional hierarchy
Your organization's own structure as a tree, with people assigned to units and collections mapped to them, so access follows the structure instead of being granted one person at a time.