Dashdoc

Just getting started on Dashdoc and logging in for the first time? Watch this video to set up your account quickly and get going on the platform: ​ ⚙️ General settings (logo, drivers, customers, logistic points…)

Managing your handling units and goods catalog

Customizing the documents Dashdoc generates

- Editing your company information
- Inviting users to your account
- Managing your handling units and goods catalog
- Customizing the documents Dashdoc generates
- Setting up your fleet
- Adding customers and their contacts
- Creating your logistic points

If you have any other questions, feel free to check out our Dashdoc Academy! ​ ​

Getting started with Dashdoc: account setup, drivers, and customers

🎥 Getting started with Dashdoc: account setup, drivers, and customers

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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🎥 Getting started with Dashdoc: account setup, drivers, and customers

🚀 Setting up your account