DocAssure is a comprehensive document management platform designed to help organizations manage documents efficiently while ensuring compliance with various regulations. This guide will help you get started with the essential features and navigate the workspace-based interface.

Logging In

Navigate to your organization's DocAssure URL and enter your email and password. After successful login, you'll see the main interface with the workspace selector on the left sidebar.

First time? Check your email for an invitation from your administrator containing your initial password. You'll be prompted to change it on first login.

Workspace Navigation

DocAssure organizes features into six workspaces, accessible from the left sidebar. Click on any workspace icon to expand it and see available features.

Document Hub

Upload, view, and manage all your documents. Access file plans and assignments.

Compliance Governance

Track compliance status, manage retention policies, and generate audit reports.

AI Intelligence

AI-powered classification, semantic analysis, and intelligent document search.

Admin Control

Manage users, permissions, and system settings. Admin-only features.

Business Operations

Billing, subscriptions, licensing, and usage analytics.

API & Developer Hub

API documentation, integrations, and developer tools.

Uploading Your First Document

1
Click on the Document Hub workspace in the left sidebar
2
Select "Upload & Process" from the feature list
3
Drag and drop files into the upload area, or click to browse
4
Wait for AI-powered processing (OCR, classification, metadata extraction)
5
Review the extracted information and make adjustments if needed
6
Click "Confirm" to save the document to your repository

Finding Documents

DocAssure offers multiple ways to find documents:

Document Grid

Browse all documents in a sortable, filterable grid view. Filter by date, type, status, or classification.

AI Assistant

Ask natural language questions like "Find all contracts from last month" or "Show me compliance documents."

Quick Tips for New Users

The sidebar can be collapsed by clicking the arrow icon at the bottom for more screen space
Your profile and settings are accessible from the user menu in the top-right corner
Look for the AI Assistant (robot icon) to get help with any task using natural language
Document processing happens automatically - just upload and let the AI handle classification
Features marked with a lock icon require a plan upgrade - hover to see which plan is needed

Ready to Learn More?

Explore the detailed help guides below to master specific features of DocAssure.

Document Management

Learn advanced document features, collaboration, and version control.

Learn more

AI & Analytics

Master AI-powered search, classification, and document analysis.

Learn more

Compliance

Understand compliance frameworks, auditing, and regulatory features.

Learn more