📄️ Open DocuDesk for the first time
Open DocuDesk, find your way around the navigation, and confirm the OpenRegister back end is connected.
📄️ Upload a document
Upload a file into DocuDesk so it appears in the Documents register and can be anonymised, templated, signed or retained.
📄️ Anonymise a document
Run a document through DocuDesk's GDPR-aware anonymisation flow and review the redacted entities before exporting.
📄️ Create a template
Define a reusable document template with placeholder fields that DocuDesk can render into a finished document later.
📄️ Render a template
Fill a template's placeholder fields and produce a finished document, ready to send, sign or archive.
📄️ Request publication consent
Open a consent request on a document so DocuDesk tracks the WOO-compliant objection period before the document can be published.
📄️ Sign a document
Send a document through DocuDesk's digital-signing flow and track signatures until every signer has signed.
📄️ Apply a retention policy
Attach a retention policy to a document so DocuDesk schedules its review-and-delete date and warns you before it expires.