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Creating Your Account

Step-by-step guide for new users creating their Docupath account via email invitation, including password setup and social login options via Google and Microsoft

Before You Start

You cannot self-register for Docupath. Access is invitation-only. Your organisation's Admin must invite you before you can create an account. If you have not received an invitation, contact your administrator.


Step-By-Step Guide

Step 1: Accept Your Invitation

You will receive an invitation email from your administrator sent to your corporate email address. The email contains a unique link - click it to be redirected to the Create your account page.

The invitation link is tied to the specific email address your admin used. Make sure you create your account with that same email address.


Step 2: Create Your Account

On the Create your account screen you have two options:

Option A - Email and Password

  1. Enter the email address you received the invitation to.

  2. Enter a password that meets the following password requirements:

    • At least 8 characters

    • At least 3 of the following:

      • Lower case letters (a-z)

      • Upper case letters (A-Z)

      • Numbers (0-9)

      • Special characters (e.g. !@#$%^&*)

  3. Click Continue.

Option B - Social Login

If your organisation supports it, you can sign up using an existing Google or Microsoft account instead of setting a password.

  1. Click Continue with Google or Continue with Microsoft.

  2. When prompted, select or confirm the account that matches the email your invitation was sent to.

Use the same email address your invitation was sent to when signing in via Google or Microsoft. Using a different email will result in an access error.


Step 3: First-Time Login Experience

Guided walkthrough: When you log in for the first time, Docupath automatically launches a guided tour that highlights the key sections of the platform to help you get familiar with the essential features. After completing the walkthrough, you will land on the Upload Documents screen - your starting point for document processing.


Troubleshooting

Issue

What to do

Invitation email not received

Check your spam or junk folder. Ask your admin to resend the invite.

Link expired or already used

Invitation links are single-use. Ask your admin to send a new invitation.

Wrong email used for social login

Sign out and sign back in using the email address your invitation was sent to.

Access denied after account creation

Your admin may need to confirm your role and organisation assignment. Contact them directly.

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