Guides
Detailed step-by-step guides for setting up and using oklido features.
Interface Guide
Learn every button, icon, and control in the oklido interface.
Gmail Setup
Connect your Gmail account to automatically capture documents.
Outlook Setup
Connect your Outlook or Microsoft 365 account.
Sharing Documents
Share documents with beneficiaries and guests.
Exporting Your Data
Export your data for backup or regulatory purposes.
Quick Tips
Keyboard Shortcuts
| Shortcut (Mac) | Shortcut (Windows) | Action |
|---|---|---|
⌘ + K | Ctrl + K | Open global search |
⌘ + U | Ctrl + U | Upload documents |
Esc | Esc | Close panels/modals |
? | ? | Toggle help panel |
Mobile Access
oklido works on mobile devices:
- Access via your mobile browser
- Full document viewing and search
- Upload photos of documents directly
Need More Help?
Can't find what you're looking for?
- Search the help center using the search bar above
- Email support@oklido.com
- FAQ - Check our frequently asked questions