Creating Your Account
Sign up for Document Ocean 360, verify your email, and complete your profile so you're ready to collaborate on your first project.
Getting started with Document Ocean 360 takes less than two minutes. Whether you’re creating a brand-new organization or joining an existing team via invitation, this guide walks you through every step.
https://app.documentocean360.com/signup Signup flow
Enter your email address
Navigate to the signup page and enter your work email address. We recommend using your company email so teammates can find and invite you easily.
Create a strong password
Choose a password with at least 12 characters, including uppercase, lowercase, a number, and a special character. Document Ocean 360 enforces strong password policies to protect your project data.
Verify your email
Check your inbox for a verification email from noreply@documentocean360.com. Click the verification link — it expires in 24 hours. If you don't see it, check your spam folder.
Complete your profile
Fill in your name, job title, company, and phone number. This information appears on transmittal cover sheets and document metadata, so accuracy matters.
Create or join an organization
If you're the first person from your company, create a new organization. If a colleague already set one up, ask them to send you an invitation link instead.
Joining via invitation?
If a teammate sent you an invitation link, you can skip straight to step 3. The invitation pre-fills your email and automatically assigns you to the correct organization and project with the role your admin selected.
Invitation links expire after 7 days. Ask your admin to resend if the link has expired.
Profile fields
After verifying your email, you’ll be asked to complete your profile. Here’s what each field is used for:
Profile Information
Your given name. Appears on document metadata, transmittal cover sheets, and the team directory.
Your family name. Combined with your first name for display across the platform.
Your professional title (e.g., Document Controller, Project Engineer). Shown in team lists and on transmittals.
The name of your company. Auto-filled if you joined via invitation. Used for filtering and access control.
A contact number for urgent document-related communication. Visible only to project admins.
Your department or discipline (e.g., Mechanical, Electrical, Civil). Helps with document routing and workflow assignments.
A profile picture that appears in comments, activity feeds, and the team directory. Max 2 MB, JPG or PNG.
You can update these anytime
All profile fields can be edited later from Settings → Profile. Changes take effect immediately across all your projects.
Understanding your role
When you join an organization, you’re assigned one of several roles. Your role determines what actions you can perform. Here’s how the roles break down:
Most users joining via invitation start as a Member or Contributor . An Admin can upgrade your role at any time from the Team settings page.
/settings/users After signup — what’s next?
Once your account is created and your profile is complete, you’ll land on your dashboard. If you were invited to a project, it will already appear in your sidebar. If you created a new organization, your next step is to create your first project.
First-time setup for admins
If you’re the organization owner, we recommend completing these steps before inviting your team:
- Configure organization settings — Set your company name, logo, and default document numbering scheme
- Create your first project — Define the project name, number, disciplines, and document types
- Set up workflow templates — Create reusable approval and review workflows
- Invite your team — Send invitations with the appropriate roles assigned
This ensures a smooth onboarding experience for everyone.
Ready to explore your dashboard? Continue to the Dashboard Overview.