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Quickstart

Use this guide when you want the shortest path from install to a useful first result.

1. Install Document.Bot​

Download the desktop app from the Document.Bot website:

https://document.bot/

Install the version for your operating system. On macOS, download the installer from the Document.Bot website. On Windows, use the Windows link on the website to install Document.Bot from the Microsoft Store.

2. Sign In And Accept The Required Terms​

On first launch, Document.Bot may ask you to:

  1. accept the current legal documents
  2. sign in to your Document.Bot account
  3. activate this device for your account or organization

Document.Bot uses account sign-in and device activation. It does not use manual license keys.

3. Choose An AI Setup​

During onboarding, choose how Document.Bot should run AI tasks.

Common choices are:

  • Document.Bot managed: easiest setup when your account includes managed AI.
  • ChatGPT Login: use your ChatGPT account without entering an API key.
  • API-key providers: connect providers such as OpenAI, Anthropic, OpenRouter, EURouter, or other supported endpoints.
  • Company or custom providers: use Azure OpenAI, Amazon Bedrock, Google Vertex, or an OpenAI-compatible company endpoint.
  • Run locally: use a local/offline setup such as Managed Offline, Ollama, or LM Studio when supported.

Use the setup that matches your privacy, cost, and quality requirements.

4. Choose A Workspace​

Pick a focused folder that contains documents for one real task.

Good first workspaces:

  • a project folder with PDFs, Word files, spreadsheets, and notes
  • a policy or compliance folder
  • a research folder
  • a proposal or client-work folder
  • a curated demo workspace

Avoid choosing your entire home folder, desktop, downloads folder, or a software development repository. A focused workspace gives better search results and lowers the risk of using unrelated or sensitive files by mistake.

5. Let Indexing Start​

Document.Bot indexes supported files so search and AI tools can find relevant content.

Indexing may continue in the background. You can still browse files and inspect documents while indexing is running, but search quality improves as more files finish.

6. Ask A Source-Backed Question​

Start with a concrete question that asks for sources:

Find the documents that mention this decision, summarize the evidence, and show me the source files before drafting anything.

Then open the cited files and inspect the original source before using the answer.

7. Review Before You Act​

For important work:

  1. Search the workspace.
  2. Open the source files.
  3. Ask for a bounded draft or summary.
  4. Check the sources.
  5. Review any proposed file changes.
  6. Accept, edit, or reject the output yourself.
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