A Basic Walkthrough of Doctopus for Beginners

Created by Support Doctopus, Modified on Fri, 14 Jun 2024 at 04:27 PM by Support Doctopus

Getting started with Doctopus is as easy as pie – or, should we say, as easy as going through lengthy documents can possibly be. Here's a step-by-step guide to get you up and running:


Sign Up or Log In

Getting started with Doctopus is a breeze. If you're new to Doctopus, you'll need to create an account. Simply visit the Doctopus homepage and click on the "Upload Document" button.




Follow the prompts to enter your information, and you'll be set up in no time. You’ll have the option to sign up/ log in with your Google account or your email address of choice.




For returning users, click "Login" and enter your credentials to access your dashboard.



Look Through Dashboard

Once you're in, take a moment to familiarize yourself with the dashboard – it's designed to make your document management tasks as straightforward as possible. This is your command center, where you can access all your documents, tools, and settings.



On your dashboard, you'll notice a conveniently placed “Upload & chat” button on the left side for swift document uploads. As soon as you begin uploading, your previous chat history will appear below this button, keeping your interactions and uploads neatly organized in one place.


To the right, you're presented with a dedicated section for uploading documents, offering you flexible options to suit your needs.



For support, refer to the “Tutorial” and/or “Help” button in the upper right.


Upload Documents

Ready for the good bits? Click on the "Upload & chat" button and choose one of these three options:

  • Upload file – directly upload a file from your device


  • Import from URL – import documents via a URL


  • Input text – put down anything directly into the tool


This trio of options ensures that no matter where your documents currently are, getting them into Doctopus is a breeze.


Doctopus also accepts a variety of file formats (PDF, .docx, .doc, .txt), making it easy to get all your documents in one place. If your document is in another unsupported format, you can easily find several online platforms that offer free conversion of various file formats to one of the aforementioned formats.


Interact with Documents

With your documents uploaded, explore the array of things you can ask the AI. From summarizing lengthy texts to finding specific information, Doctopus is equipped to handle your document needs.



On the left tab, you'll find your documents readily accessible for quick review, serving as a convenient archive. Meanwhile, the right tab is where the real action takes place. Here, you can interact directly with the AI by typing questions into the chat bar. As you can see, the summary has been automatically generated for you.


Unsure of what to ask? No problem! Simply check out the "Some questions you may ask" section for inspiration.



This setup ensures you're never left without guidance as you explore the capabilities of our tool.


Moreover, you can share the conversations with anyone. Teammates, colleagues, friends, etc.? Your choice.



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article