Getting Help in DocLock

DocLock offers help in a few different places depending on what you need. There's a contextual help panel that explains the screen you're currently on, a Documentation library of guides, and a Contact Support page for raising a ticket with the support team. This page explains what each one does and how to open it.

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1. Contextual help panel (the Help button)

The fastest help is built right into the top bar.

• Click the question-mark (Help) button in the top bar to open the contextual help drawer, which slides in from the side.
• The drawer's content changes automatically based on the page you're on, so it always describes where you currently are.

What the help drawer shows

• About this page — a short description of what the current screen is for.
• Tips & Tricks — practical pointers for the current screen.
• Related pages — quick links to closely related screens (when available).
• Guided tours — buttons that launch step-by-step walkthroughs; tours you've finished are marked with a checkmark.

A footer reminds you that "Content updates automatically as you navigate."

Note: Detailed, page-specific help is written for key screens (for example the Workflow Designer and Advanced Document Search). On screens without tailored content yet, the drawer shows a general DocLock overview with navigation tips instead.

To use it

1. Open the screen you need help with.
2. Click the Help button in the top bar.
3. Read About this page and Tips & Tricks, follow any Related pages links, or start a Guided tour.
4. Click the × or click outside the drawer to close it.

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2. Documentation library

For longer-form guides, open the Documentation page.

• Route: /help/documentation
• It presents a searchable library organized into categories (Getting Started, Document Management, Workflows, User & Role Management, Governance & Compliance, Reports & Insights, System Administration, API & Integrations, and FAQs & Troubleshooting) plus a list of popular articles.

Note: The Documentation page is a built-in help library layout with a search box, category cards, and popular-article links. Use it to browse help topics by area.

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3. Contact Support

When you need a person, open the Contact Support page.

• Route: /help/contact-support
• It offers several support channels and a form to submit a ticket, plus a list of your recent tickets.

Support channels

Channel	What it's for	Availability
Live Chat	Chat with a support agent in real time	Shown as Online
Email Support	Send an email; responses typically within a few hours	Always
Phone Support	Call the support line	Mon–Fri, 9am–6pm GST · Enterprise only
Remote Session	Let support connect to your screen	Enterprise only

Submitting a ticket

1. Open Contact Support (/help/contact-support).
2. In Submit a New Ticket, enter a Subject.
3. Choose a Category (e.g. Account & Access, Document Management, Workflows & Approvals, Integrations, Performance / Bug, Billing & License, Other).
4. Set a Priority (Low, Medium, High, Critical).
5. Add a Description and, if helpful, attach files.
6. Click Submit Ticket.

Your existing tickets appear in My Recent Tickets with their status (Open, In Progress, Resolved, Closed) and priority.

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Tips

• Reach for the Help button first — its page-aware tips are the quickest way to understand a new screen.
• Try the Guided tours in the help drawer to learn a screen hands-on; completed tours are ticked.
• Use Related pages links in the drawer to hop between connected screens without using the menu.

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Troubleshooting

Problem	What to check
The help drawer shows generic content	Page-specific help isn't written for that screen yet; the general overview and tips still apply.
I can't find the Help button	It's in the top bar with the question-mark icon, alongside the notifications and settings controls.
A guided tour didn't start	Close the help drawer first; the tour starts a moment after the drawer closes.
I don't see Phone Support or Remote Session	Those channels are marked Enterprise only and may not be available on your plan.