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:
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.
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.