Page Assistant

Updated: 2020-07-20

The green bar at the top of each DoxCycle page is called the Page Assistant. Use the Page Assistant to edit details about the document, instead of using the document index. Changes made here update the index.

1. Bookmark a page to mark it in the index.
2. Click the review check mark once to indicate a first review (blue check mark). Click again for a second review (green check mark). Click a third time to remove all check marks (grey check mark).
3. Type in the first field to change the document type. This field auto-completes based on the types available within the document outline.
4. Type in the second field to change the document issuer/description. This field auto-completes based on items you’ve typed before.
5. To associate this page with a different taxpayer, choose a different taxpayer from the drop-down list.
6. Click the link button to open the linked document in TaxCycle.
7. Click the blue arrow to highlight the page in the index.
8. Click the trash can to delete the page. See "Deleted items" on page 50.
9. Click the wrench to see additional tasks, such as rotating the page, saving the page as a separate PDF or sending us feedback.