Zocks

Learn how to upload, scan, and process client documents with Document Intelligence in the Zocks mobile app.

Upload and process documents in the Zocks mobile app

Mobile app guides for preparing, running, and reviewing meetings.

Mobile Application

Learn how to manage your meetings from anywhere, including viewing upcoming meetings, running in-person meetings, updating participants, and generating meeting prep.

Manage meetings with the Zocks Mobile App

The Past Meetings feature lets you review and act on completed meetings directly within the app.

Using the past meetings list in the Mobile App

Manage and review meetings in the Zocks mobile app.

Meetings

This article covers how to manage contacts and consent from the Zocks mobile app.

Managing contacts and consent in the Mobile App

Manage contacts and consent in the Zocks mobile app.

Contacts & Documents

Managing the Zocks Mobile App in Microsoft Intune

Manage and secure the Zocks mobile app, with MAM support coming soon.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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