Getting Started with DocXpert
A practical guide to setting up your workspace, uploading documents, and collaborating with your team from day one.
Welcome to DocXpert — the document platform built for teams who need precision, speed, and security. Whether you're managing contracts, reviewing legal filings, or collaborating on client deliverables, this guide will help you get productive quickly.
Create your account
Sign up at DocXpert with your work email. Once verified, you'll land in your personal workspace where you can create projects and start uploading documents immediately.
Upload your first document
DocXpert supports PDF, DOCX, and other common formats. To upload:
- Navigate to Documents in the sidebar
- Click Upload or drag files into the upload zone
- Assign the document to a project for easier organization
Your documents are processed automatically, making them searchable and ready for AI-assisted review.
Organize with projects
Projects keep related documents together — ideal for client matters, deal rooms, or internal initiatives. Create a project from the Projects page, then assign documents as you upload or move existing files into the project.
Invite your team
Collaboration works best when everyone is on the platform. From Settings, invite teammates by email. You can control access at the project level so sensitive documents stay with the right people.
What's next?
- Explore AI-powered document review to speed up your workflow
- Read our tips on legal team collaboration
- Check the in-app Help section for detailed feature guides
Have questions? Reach out to our support team — we're here to help you get the most out of DocXpert.