As questions come in over the course of people using the Doc&Do platform we will post the most frequently asked questions here in this repository, so that other people’s questions that have come before you may benefit and aid you with questions that may arise from your use of the platform. We hope that this list will become helpful for you.
If your question has not been answered on this list, please feel free to submit your question.
What is Doc&Do?
Here’s the long form:
Doc&Do is a Business Management Platform that allows businesses to document all their business processes and collaborate upon among employees, managers and business owners. The platform represents a great tool for safe guarding all business process information and business intellect and eliminates the intellectual property loss when a key employee leaves the business for what ever reason. It provides for a great and super flexible business management tool for daily operations for the employees in the business and an optimal tool for business owners and stake holders to stay in control and have access to relevant information and documents from any smart device, at any time and from where ever the individual may be. Relevant information is also accessible to new hires and helps cut down mistakes and learning curves and secures uniform levels of service and performance throughout the business. Outside partners also become part of the platform with guest or user rights assigned by the administrator of the business’ account in Doc&Do, so that e.g. when tax season comes around the CPA can be invited to relevant sections of the business documents and documentations in order to carry out their tasks with the least disturbance in the daily operation of the business and with the least amount of intrusion for the employees or management. Similarly access can be granted if chosen to relevant areas or specific documents to a business’ lawyers, bank connections or if needed the IRS. Vendors and clients can be invited and managed via the platform, so that for example vendors can supply their invoices to the business and that the business can supply its invoices to clients all via the platform. Doing so reduces the workflow and not least the paper flow and the amount of times each piece of document will have to be handled – as in all the processes relevant to payables, and bookkeeping of same. In other words this goes for inbound as well as for outbound actions and transactions of a business. If used throughout the business, the entire business becomes digitized automatically and the business can in fact eliminate the need for physical paperwork to pile up (as in when the business is required to safe keep the last 7 years of relevant documentation for IRS purposes). Everything is as mentioned encrypted and everything has full history of who did what and when and the Doc&Do platform allows for complete revert of single documents, files or of everything should this be necessary for whatever reason. Over time this ensures that everything is completely documented and this adds dramatically not just to the safety, efficiency and performance of the business, but also to the value of the business in case it’s being sold. By same token due diligence work in a business transaction situation becomes much more speedy, efficient and correct. Many other benefits can be found by utilization of the platform, such as e.g. handling of all quality control processes and handling and much more. The platform is completely industry non-specific and completely flexible, so only imagination sets a limit to how a business can organize itself and what benefits a business can derive from the platform. Likewise, the platform’s flexibility extends fully to how it can handle businesses of any size, making it a perfect fit for the small single location business all the way up to the multi location conglomerate, with possibly even international spread and more. Useful for the small mom-and-pop store to the multinational company, franchise operations and so on.
To learn more and to sign up, please visit http://www.docanddo.com
Doc&Do the short form:
We also call it Your Portable COO or Your Business In Your Pocket
What will you call it?
Do I need to have an individual account AND an organization account?
Not necessarily. You should always start with an individual account as that his how you will do work in the system. You should create an organization if you are a business owner or have decision making authority in your place of employment, then assign your individual account as an admin within the organization. It will help all organization owners keep track of who is doing what in their organizations, including yourself/themselves.
Why do I need an individual account if I am going to have an organization account?
All the content that gets worked on in the system is tracked by the logged in user. You will want your name next to content worked on by you and have others associated with work they do. It’s how you share and communicate. Because you have a user profile and picture, it is far easier for you to have others invite you when appropriate and by others doing the same, it is far more likely that others will easily find you, especially from other organizations all together.
Do I have to pay for an individual account?
Not likely. Individual accounts are free unless the person decides they want to use more resources than the free account provides for. You can choose to use it for personal storage, processes and various types of documents. The work that gets done in an organization account counts against the provisioned resources for that organization, not the invited user, so the intention is to have your individual account be free and all organization based accounts subscribed at a level that makes sense for that business.