docuzer — HOW-TO GUIDE
50 step-by-step guides
We've written this in plain language — just what to tap and what to expect. If you're stuck on a step, take your time; most things are a couple of taps away.
Open the menu (☰) from chat to reach My Profile, Subscription, Chat History, Help, Settings, Time-off, and Logout.
PART 1 — SIGN IN & PROFILE (1–6)
1. How to sign in for the first time
Open docuzer and choose Continue with Google (then pick your account) or Continue with Email (enter your email and password). Please make sure you have a working internet connection first.
2. How to read Terms and Privacy before you join
On the welcome screen, tap Terms and Conditions or Privacy Policies, read through them, and tap Close when you're done.
3. How to complete the short profile setup
Step 1 asks for your name, phone (optional), country, and city (city is required for India) — tap Next. Step 2 is where you pick your role — tap Next again. Step 3 shows the Welcome Trial message — read it, then tap Start chat. You're all set.
4. How to update your name, phone, country, or city later
Open the menu (☰) from chat, go to My Profile, edit the fields you need, and tap Save.
5. How to change your professional role
From My Profile, open My role, choose Student, Lawyer, Teacher, Sales Team, Researcher, Analyst, or Other, then tap Save.
6. How to sign in when you were offline
Connect to Wi‑Fi or mobile data first. When you're back online, try signing in again — you may see "Back online — you can sign in now."
PART 2 — CHAT BASICS (7–19)
7. How to send a message
Type your question in "Ask docuzer…" at the bottom, tap Send, and wait for the reply to appear.
8. How to choose Role-based or General answers
Open the menu (☰), go to My Profile, then Preferences. Role-based fits your profile role; General stays neutral. You can switch anytime — the toggle is not above the message box.
9. How to stop a long reply
While docuzer is still writing, tap Stop response. This is handy if you want to ask something else instead.
10. How to use suggested question chips
After a reply appears, tap one of the chips under the message to send that follow-up instantly.
11. How to use starter shortcuts on a new chat
On an empty chat, tap chips like "Draft a document" or "Summarize uploaded PDF." Some need a file or topic first — docuzer will let you know.
12. How to reply to one specific message
Long-press the message, tap Reply, and type your follow-up. Tap X on the reply bar if you want to cancel.
13. How to copy message text
Long-press the message and tap Copy text.
14. How to jump to a message you replied to
Tap the quoted line in a reply — the chat scrolls back to the original message.
15. How to search inside this chat
In the top bar, tap the search icon, type the words you're looking for, and use next/previous if there are many matches.
16. How to rename this chat
In the top bar, tap the pencil or rename icon, type a new name, and tap Save.
17. How to start a new chat
Tap the new chat icon in the top bar. Your old chats stay safe in Chat History.
18. How to export the full chat as PDF
In the top bar, tap the export PDF icon, then share or save from your phone's share sheet.
19. How to understand the AI disclaimer
AI can make mistakes — it happens. Please verify important legal, financial, or official content before you use or share it.
PART 3 — FILES & DOCUMENTS (20–38)
20. How to attach a document or file
Tap the Attach icon, choose Files, pick a PDF, Word file, text, CSV, slides, or images, and wait for the upload to finish.
21. How to attach photos from gallery
Tap Attach, choose Photos or gallery, select your pictures, and confirm.
22. How to take a photo with the camera
Tap Attach, choose Camera, take your shot, crop if asked, then tap Done or Add another.
23. How to share a file into docuzer from another app
In WhatsApp, email, or Files, tap Share, choose docuzer, then add your question once the app opens.
24. How to cancel an upload in progress
Tap Cancel on the upload progress overlay if you change your mind.
25. How to work with multiple uploaded files
Once all files are ready, use chips like Compare files, Summarize each file, or Risk detection — or describe what you want and name the files.
26. How to summarize a document
Upload the file, wait for analysis to finish, then ask "Summarize in bullet points" or tap the Summarize chip.
27. How to compare two documents
Upload both files, then tap Compare files or ask docuzer what to compare (dates, amounts, clauses, and so on).
28. How to request a risk or red-flag style review
Upload the file, tap Risk detection or ask docuzer to highlight concerns. This is guidance only — not professional legal advice.
29. How to get tables as a spreadsheet (CSV)
Tap Download CSV on the reply, or ask docuzer to export tables from the file.
30. How to draft a new document
Ask clearly what you need (letter, NDA, proposal, etc.) or use Smart Document or starter chips when shown. Please answer the follow-up questions docuzer asks — they help a lot.
31. How to fill in the "Provide details" form
Tap Provide details, choose the document type, fill in the fields, and submit.
32. How to edit sections of a generated draft
When a draft is active in this chat, tap Edit sections, change the section title or body, and save.
33. How to download finished work as Word (DOCX)
Tap Download DOCX on the document reply, then save via your phone's share sheet.
34. How to download finished work as PDF
Tap Download PDF on the reply, then save or share.
35. How to download table data as CSV
Tap Download CSV or choose Export this reply as CSV from the message actions.
36. How to share a single reply (not the whole chat)
Open message actions, tap Share reply, or export that reply as PDF or CSV.
37. How to open a web link from a reply
Tap the link in the reply. If asked to leave docuzer, tap Continue to open your browser or Cancel to stay.
38. How to view an image full screen
Tap the image to open it full screen, pinch to zoom, and close when you're done.
PART 4 — CHAT HISTORY (39–44)
39. How to open Chat History
Open the menu (☰) from chat, tap Chat History, then tap any conversation to reopen it.
40. How to rename a chat from history
Renaming a chat is easy — open Chat History, tap the ⋮ menu on the row, choose Rename, type the new name, then Save.
41. How to export one chat as PDF from history
In Chat History, tap the ⋮ menu on the row and choose Export Chat. You'll get a PDF you can save or share.
42. How to delete one chat forever
In Chat History, tap the ⋮ menu on the row, choose Delete, and confirm. This cannot be undone — please be sure.
43. How to delete many chats at once
In Chat History, check the boxes for the chats you want, tap Delete, confirm, and wait for the progress bar to finish.
44. How to copy a chat title
In Chat History, tap the ⋮ menu on the row and choose Copy.
PART 5 — PLAN & SUBSCRIPTIONS (45–49)
45. How to check your plan and daily limits
Open the menu (☰), go to My Profile, and expand My Plan. You'll see your plan name, valid-until date, characters used and remaining today, daily cap, uploads left, and included features.
46. How to buy or upgrade a subscription
Open the menu (☰), go to Subscription, swipe through the plan cards, tap BUY NOW, and complete checkout. Options at checkout may include cards, UPI, wallets, or Google Play Billing on Android when live.
47. How to buy an add-on
Go to Subscription, open the Addons tab, swipe through the options, select one, and pay to activate. Add-ons stay valid until your current plan expires.
48. How to understand the Welcome Trial
New accounts may get a one-time trial with daily limits — shown in My Plan. Please upgrade before or when it ends to keep full access.
49. What if my plan expired?
Subscriptions do not auto-renew — you'll need to buy again under Subscription when you're ready. A banner may appear in chat. After a long time without a plan, old chats may be removed; renewing helps protect your work. For refunds and renewal rules, see our Terms & Conditions (Section 6). Billing questions: Contact form, Billing topic.
PART 6 — SETTINGS, DEVICES & EXTRAS (50)
50. Settings, devices, notifications, games, help, logout, and account deletion
Notifications: Go to Settings and toggle Push notifications on or off (allow when your phone prompts).
Reply tone: In Settings, turn on Mute message reply tone if you prefer silence when sending.
Text size: Go to Settings and drag the Font Size slider until it feels right.
Font style: In Settings, pick Default, Comic Neue, or Roboto.
Other devices: Go to Settings, then Active devices, and tap Sign out on phones you no longer use (max 3 devices; this phone shows as "Current").
Cross-chat memory: In My Profile, toggle Cross-reference my chats — ON lets you refer to another chat by name; OFF keeps chats separate.
Mini-games: Open the menu (☰), go to Time-off, and pick Chess, X-O-X, Candy, Break Em, Chirpy, or Quiet counter — handy when offline or waiting.
Help: Open the menu (☰), go to Help & Support for FAQs, About, Terms, Privacy, and Contact.
Account deletion: Go to Help & Support, then Contact, and choose the Account Deletion topic (or use our Contact form on the web).
Logout: Open the menu (☰), tap Logout, and wait until it finishes.