FAQ

List of commonly asked questions with answers.

How do I move items around in Doc&Do?
Moving items is restricted to "Admin" and "Owner" roles within an entity. If you are an admin or owner and you want to move items around...
Thu, 16 Mar, 2017 at 6:02 PM
How Do I Create A New Account
To create a new account: 1. Select Individual (avoid Organization as it's similar and not needed) 2. Enter your First and Last Name 3. Enter yo...
Tue, 30 Jan, 2018 at 11:09 AM
Why do I have to create a support account if I have a Doc&Do account?
As a company, we have decided to leverage the FreshDesk help desk system to provide you with our very best. This technology is far better than a Word Press ...
Fri, 20 Mar, 2015 at 1:04 PM
What information is in the inbox?
  The Inbox is your default view when you login to the program. The Inbox consists of“Notifications” and “Reminders”. You are going to love this feature a...
Thu, 19 Mar, 2015 at 2:06 PM
What is an Entity in Doc&Do?
  A Company, division, department, location or any top level point of management you decide. Most small businesses would use Entity for their main legally ...
Wed, 22 Feb, 2017 at 10:43 AM
What are function types and how are they used?
Functions are merely a means to break down your business structure by the type of content you keep, which we provide you with two: file and document types...
Tue, 6 Jun, 2017 at 6:44 AM
How do I add a Follower (or invite someone to see my content)?
  Before you go too far with building out your Entity in your account, you’ll want to add yourself if you're working in a separate business account an...
Thu, 23 Feb, 2017 at 3:12 PM
What content goes into a file type function?
 The file type content was created so you can build organization around items that are file intensive. Things like all your entity organization files (artic...
Thu, 19 Mar, 2015 at 2:25 PM
What content goes into a document type function?
 The document type content was created so you can build organization around items that are text based and link to many different things, like images, websit...
Thu, 19 Mar, 2015 at 2:38 PM
I was invited to someone's content but I don't see it.
Question: I was invited to see some content. I created my account. I logged in but did not see the content that was shared with me. Any ideas??? Answe...
Thu, 3 Sep, 2015 at 6:16 PM