doxo

Your digital file cabinet just got spiffy new digital drawers

By | February 7, 2012

We’ve upped the ante on taming your important household accounts and documents with a lovely little redesign (if we do say so ourselves) of file cabinet management on doxo. It’s never been easier to find your accounts and group them in ways that make sense to you.

Just click “Add/Edit” to enter the organization area of your file cabinet:

The new "add/edit" button

Once inside, you’ll see the slick new interface for quickly setting up the companies and folders you need in your digital file cabinet. Search for the companies you do business with or walk through our tabbed categories if you need help jogging your memory. When you see a company you’d like to manage on doxo, click and drag it into one of your file cabinet drawers down below. You can create your own drawers and set things up however you’d like.

The new account organization screen

For you power users, make sure not to miss the “folders” link in the upper right. If you want to keep things in your file cabinet that are unrelated to a specific service provider, this is the way to do it.

Once everything is organized, you return to the Dashboard by clicking “Done”.

Easy, right? We think this goes a long ways towards helping you get your file cabinet set up just the way you want it. Please let us know what you think in the comments below or via the feedback link on the website.

And one more thing: here’s a small easter egg screenshot of my favorite new page in this new organizer experience.

Comments (6)

  • Kristen
    March 9, 2012

    how do you move files from a drawer

    • Eric Franklin
      March 9, 2012

      Hi there Kristen,

      Once you sign in to doxo, click the “add/edit” button next to your file cabinet icon on the left. Then click the drawer with the file you’d like to edit. When you see the account/folder you’d like to move, just drag it to a different drawer.

      I hope this helps!

  • Marsha
    October 3, 2012

    Why can’t I see drawers in my doxo account? I’d like to set up a drawer called Credit Cards, for example. Or one for invoices from the company I run.

    • Erik Myhre
      October 23, 2012

      Hi Marsha,

      You can now group together your accounts and folders directly from within your doxo account with Dividers. Simply click the arrow next to the first account or folder you want to include in your group, and give the Divider a name. The Divider will appear above the item you selected. You can then drag your accounts and folders under the Dividers, and collapse or expand the Dividers as needed.

      Thanks for using doxo!

  • Cathy Long
    November 20, 2012

    In the past I have used a notebook with dividers marked for different parts of town I make sales calls in. Then I use 1 piece of paper per company and have their address, phone and list of some of the employees there I call on. I edit this list as employees change. Can doxo account with dividers work for this?? I think the dividers will work fine just not sure about how to file pages behind it and edit or is possible to do so.

    • Erik Myhre
      December 3, 2012

      Hi Cathy,

      You can add the companies you work with to your doxo account and organize them under your dividers. Then when you click onto the company profile for that company, you can add notes, contact information, phone numbers, addresses, links, email addresses, and more to that company’s file. You can also upload any documents you might have to that file and save them for easy retrieval later on. All that information and the documents you upload are available via the doxo web application, or via doxo Mobile for iOS or Android.

      When you search for a company and don’t find it, you can add them– all you need is the company name and the URL. Then you can add contact information, notes, and upload documents for them in the same way.

      Hope that helps,

      Erik

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