Welcome to Documo's new Workspaces—a dedicated hub for documents awaiting processing. Here, your workflow meets efficiency, allowing you to process and effortlessly transfer your documents to your EHR.
Your Documo role determines what permissions you have in Workspaces. View below what each role can do:
OWNERS/ADMINS
- View and navigate to the Home icon to access Workspaces
- Invite/remove users to a workspace
- Delete/create workspaces
- Add/remove fax numbers as a Data Source
- Change workspace retention
- Enable/disable OCR for individual workspaces
- View/delete documents in a workspace
- Move documents to another workspace
- Process documents in a workspace
USERS
- Must be added to Workspaces by an admin first
- Open a workspace and view the document list
- Upload/delete documents in a workspace
- Move documents to a different workspace they're a member of
- Process documents in a workspace
First, navigate to workspaces by clicking the Home button in the portal and click Create:
Name your workspace and add members. Your members can only be users within Documo:
Once your workspace is created, click the 3 dots to manage it:
Edit Workspace allows you to edit members within the workspace, data sources, retention, and OCR options:
Select the fax number(s) on your account for any inbound faxes you would like to appear in your workspace:
Please note, a fax number can only be routed to one workspace, but you can route multiple fax numbers to a workspace.
Choose how long you would like documents to remain in your workspace:
Enable or disable OCR for documents in that workspace if it is part of your plan:
Click the workspace folder to view all documents in that workspace. These documents are inbound faxes from numbers assigned to your workspace, or manually uploaded documents:
Click Upload Files to add more documents to that workspace:
You can click directly on the document to view it, or click the three dots next to a document to view all options: