# How to use Plox

- url: https://www.plox.in/docs/how-to-use-plox
- excerpt: A guided tour of every section in the Plox dashboard — from account setup to advanced analytics.

**Plox Tip:** If you want the shortest possible path to a tracked share, jump to the [Quickstart](/docs/quickstart). This page is the deeper guided tour of every dashboard section.

This guide walks you through Plox section by section, in the order they appear in your sidebar. By the end you'll know where every feature lives and which doc to read next.

## 1. Create your account

- Sign up at [app.plox.in](https://app.plox.in) with an email or SSO.
- Pick a plan: Free, Plus, Pro, or Max — see [Pricing](/pricing) for what's included. You can upgrade or downgrade anytime.
- Confirm your email and you're in. No onboarding wizard; the dashboard is the onboarding.

## 2. Tour the dashboard

The left sidebar has five main sections:

- **Documents** — every file you've uploaded. Where you set access controls and copy share links.
- **Data Rooms** — multi-file collections with a branded landing page. See [What is a data room](/docs/what-is-a-data-room).
- **Analytics** — viewer-level engagement data across documents and rooms.
- **Branding** — your logo, colors, and custom domain. See [What is branding](/docs/what-is-branding).
- **Settings** — workspace members, billing, and integrations.

## 3. Upload your first document

In **Documents**, click **Upload Document** and drag-and-drop. The file is encrypted on upload, ready to share the moment the progress bar completes. See [Uploading a document](/docs/uploading-a-document) for supported formats and best practices.

## 4. Lock it down

Click the three dots (•••) on any document → **Access Controls**. Mix and match:

- [Require email to view](/docs/require-email-to-view)
- [Email verification via OTP](/docs/email-verification-via-otp)
- [Require passcode](/docs/require-password-to-view)
- [Allow specific emails](/docs/allow-access-to-specific-emails)
- [Disable download](/docs/disabling-downloads-for-shared-files)

Need every protection at once? Use the [Confidential Documents](/docs/confidential-documents) preset.

## 5. Share it

Click **Copy Link** on the document row. Paste anywhere — email, Slack, calendar invite, LinkedIn. See [Sharing a document](/docs/sharing-a-document) for advanced sharing patterns.

## 6. Track what happens

The moment someone opens the link, the **Analytics** tab updates. Read time per page, completion percentage, IP and location, revisit history. See [Tracking your document](/docs/tracking-your-document) for how to act on these signals.

## 7. Brand the experience

Under **Branding**, add your logo, brand colors, and (on Pro+) a [custom domain](/docs/add-a-custom-domain). Now your share links look like `docs.yourcompany.com` instead of `plox.in/share/...`.

## 8. Level up to a Data Room

When you're sharing more than one file with the same audience, build a Data Room. See [How to create a data room](/docs/how-to-create-a-data-room).

## What to read next

- [Quickstart](/docs/quickstart) — share a document in five minutes.
- [Security overview](/docs/security-overview) — every protection feature in one place.
- [FAQ](/docs/faq) — answers to the questions we hear most.