DocKosha — Create Account + Onboarding (Step-by-step)

This is a plain-English walkthrough of what happens in the video “Create account + onboarding” (about ~1 minute).

Step 1 — Open the trial onboarding page

What you see

• A landing screen that says something like: “Start a DocKosha trial and set up your workspace”
• A primary button: Get Started

What you do

1. Click Get Started.

What happens next

• You’re taken to the sign-in / account access screen.

Step 2 — Sign in (Email + OTP flow)

What you see

• A screen titled Welcome back
• Options like:
  • Continue with Google
  • An Email input field (placeholder like name@example.com)
  • A button like Sign In with Email
• A small guided tooltip appears saying: Enter your email and OTP to sign in and get started.

What you do

1. In the Email field, type your email address.
2. Click Sign In with Email.

What happens next

• The button shows a loading state briefly (sending the OTP).
• You land on an OTP verification page.

Step 3 — Enter the One-Time Password (OTP)

What you see

• A message like: “Check your email. We sent a code to <your email>. Enter it below to sign in.”
• A field labeled One-Time Password
• A button: Verify Code
• Links like Change email and Resend (with a countdown)

What you do

1. Open your inbox and find the email with the OTP code.
2. Copy the OTP.
3. Paste/type it into One-Time Password.
4. Click Verify Code.

What happens next

• A LOADING screen appears briefly.
• Then the guided onboarding starts (3-step setup).

Step 4 — Onboarding (Step 1 of 3): Profile + Workspace setup

What you see A form titled Welcome to DocKosha with fields like:

• Full Name
• Role (dropdown)
• Industry (dropdown)
• Workspace Name (Company)

A guided tooltip points to the button: Click Continue to lock in your workspace details.

What you do

1. Enter your Full Name.
2. Choose your Role (example shown: Founder / Executive).
3. Choose your Industry (example shown: Software / SaaS).
4. Enter your Workspace Name (example shown: DocKosha).
5. Click Continue.

What happens next

• You move to personalization options.

Step 5 — Onboarding (Step 2 of 3): Personalize your experience

What you see A page titled Personalize Experience with two main sections:

A) Theme

Theme tiles such as:

• System, Light, Dark
• Copper, Forest, Lavender
• Midnight, Ocean, Sunset

B) Primary Goal

Goal cards such as:

• Sales Engagement (Track proposals & decks)
• Secure Sharing (Client & investor sharing)
• Data Room (Due diligence & deals)
• Team Collaboration (Internal docs & wikis)
• Other

A tooltip appears near the bottom button: Continue to move on to plan selection.

What you do

1. Pick a Theme you like (video selects Midnight).
2. Pick your Primary Goal (video selects Data Room).
3. Click Continue.

What happens next

• You go to plan selection (final onboarding step).

Step 6 — Onboarding (Step 3 of 3): Choose your plan + start the trial

What you see A screen titled Choose your plan with:

• A billing toggle: Monthly / Annual (-30%)
• Three plan cards (examples shown in the video):
  • Essential (Recommended) — $49/mo — includes storage + core features + priority support
  • Plus — $199/mo
  • Max — $779/mo
• The Essential plan has a button like Start 14-day trial and text No credit card required.

What you do

1. Keep Monthly or switch to Annual (optional).
2. Click Start 14-day trial on the plan you want (video starts the trial on Essential).

What happens next

• The button shows Processing and the page says it’s updating your plan selection.
• A success toast appears: Your 14-day free trial is now active.
• The chosen plan is marked as Current / Active Plan.

Step 7 — You land on the Dashboard (first login)

What you see

• Left navigation:
  • Dashboard
  • Documents
  • Data Rooms
  • Settings
• A dashboard with metrics like:
  • Total Views
  • Unique Viewers
  • Total Downloads
• Empty-state sections such as:
  • Most Active Content (shows “No activity yet”)
  • Views by Country (shows “No location data”)
  • Recent Documents (empty, with a Go to Documents button)
  • Recent Data Rooms (empty, with a Go to Data Rooms button)
• A trial status card showing something like Free Trial — days left and the end date
• A Help button

What you do next (typical first actions)

1. Click Documents to upload your first file(s) and start sharing.
2. Or click Data Rooms to create a new data room and organize multiple documents.
3. Come back to Dashboard later to see views, viewers, downloads, and engagement.

Quick summary (the whole flow in one line)

Get Started → Email sign-in → OTP verify → Workspace setup → Personalize → Pick plan → Trial active → Dashboard