Help & Documentation
Guides for every module. Search, or pick a section below.
Getting Started
Introduction to DocAssure and workspace navigation
Document Management
Upload, collaborate, annotate, and manage your documents
Document Processing & AI
OCR, document intelligence, four-level verification and financial accuracy
Workflows
Document assignments, reviews, and real-time collaboration
Compliance
Regulator dashboard, frameworks, and compliance tracking
iXBRL Implementation
Working with iXBRL documents and taxonomies
User Management
Manage users, roles, and permissions
Analytics & Reporting
Create and view reports and analytics
Watch Folders
Set up and manage automated document ingestion
System Settings
Configure system settings and preferences
Security
Security features and compliance frameworks
Global Infrastructure
Multi-regional deployment and data residency
Training & Education
Learning courses, certifications, and skill development
Mobile & API
Mobile app, API documentation, and integrations
AI & Analytics
Intelligent search, query analytics, and AI-powered analysis
AI Consulting Platform
Generate reports using consulting frameworks
Subscription & Billing
Pricing plans, billing, and licence management
Need more help?
The support team is available Monday to Friday, 09:00–17:00 SAST. Messages through the form are stored and answered — that is the same mailbox you would email.