Start a packet

Pick a flow, open a recent file, or drop PDFs anywhere on this window.

Binder Change

Edit, save and notify, in one pass

Update the effective date, loan number or mortgagee clause. Docsy checks the whole packet agrees, saves it, and drafts the email to the binder team.

One file, or several to combine first

Combine

One HOI packet, zero extra steps

Merge invoice, EOI, dec and RCE in the right order. Windows asks where to save, with the name read from the documents.

Ctrl-click each file, or Shift for a run

Recent

Opens where you left off

Files you open or save in Docsy show up here.

Reference

Carrier rules

Drop PDFs here. One opens, several go to Combine.

Show on the left

Show on the right

Learning and reference

Tutorials

Master every Docsy feature with short videos and simple, step by step instructions.

Start here

Docsy Start to Finish

See the complete Docsy workflow from start to finish. Learn how each feature works together to edit, combine, and prepare documents.

Open Docsy and sign in. Your documents remain on your computer and are never uploaded.
Select Binder Change to edit a document, or Combine to merge multiple documents into a single PDF.
Choose your documents. Docsy automatically arranges them in the correct order.
Save the completed file, then send it. Docsy prepares everything, but you remain in control, nothing is sent automatically.

Full walkthrough, 2 min 12 sec

One guide per job

Binder Change

Update an existing binder by editing the effective date, loan number, or mortgage clause. Docsy automatically extracts the policy details, saves your updated document, and prepares the email to the Binder team.

From the Home screen, select Documents on the Binder Change card.
Select the binder by itself, or the binder along with any supporting documents. If multiple files are selected, Docsy automatically combines them into a single PDF.
Docsy extracts the policy number, effective date, expiration date, loan number, and mortgage clause.
Make the necessary updates. Changing the effective date automatically adjusts the expiration date by one year.
Verify the policy number. It is used as the email subject line and is not written to the document.
Click Apply Changes and Save.
Choose the destination folder when prompted, then click Save.
Docsy generates the email to the Binder team. Click Open in Mail.
Outlook opens with the email prefilled. Attach the updated document you just saved, then click Send.

Clip, 50 sec

Combine

Merge multiple documents into a single, correctly ordered PDF. No editing or email creation required.

From the Home screen, select Documents on the Combine card.
Enter the file name and choose the destination folder.
Select all documents to combine (minimum of two). The selection order does not matter.
Docsy automatically arranges the documents in the correct order:
- Binder or Invoice
- EOI, Declaration Page, or Application
- RCE
The combined PDF is saved to your selected folder and opens automatically for review.

Clip, 30 sec

Edit Text

Edit any text within a PDF, including names, addresses, figures, or other document details. Docsy preserves the original formatting automatically.

Click Open PDF in the top toolbar and select the document.
Select Editing to enable edit mode. Editable text is automatically highlighted.
Click the text you want to modify.
Enter your changes and click Apply. Docsy preserves the original font, size, and formatting.
The toolbar displays any pending edits, so you can review changes before saving.
Click Save, then choose the destination folder.

Clip, 44 sec

Setup

Set Outlook as your default mail app

Docsy hands the finished email to whichever program Windows uses for mail. On most computers that is still the built in mail app, so the draft opens in the wrong place. You only do this once on each computer.

Press the Windows key, type Default apps, and open it.
In the search box at the top, type Outlook.
Click Outlook (classic) in the results.
Scroll to MAILTO in the list and click it.
Choose Outlook (classic), then press Set default.

Windows settings, no clip

Open every PDF in Docsy

Once Docsy is installed on your computer, Windows can hand it every PDF you double click, the same way Adobe does today. You do this once on each computer. Chrome or Edge only.

Open app.docsyone.com in Chrome or Edge and press Ctrl and Shift and R to force a fresh copy.
If Docsy is already installed, uninstall it first. Open Docsy, click the three dots at the top right, then Uninstall. Nothing you saved is lost.
Back in the browser, click the install icon in the address bar, then Install.
Open Docsy once from the Start menu and sign in, then close it.
Right click any PDF, choose Open with, then Choose another app.
Pick Docsy, tick Always use this app, then press OK.

If Docsy is not in that list, the uninstall step was skipped. Windows only learns about the change when the app is installed fresh, so go back to step 1.

Windows settings, no clip

More to come

New guides land here as features ship. If something is missing that you needed, say so and it gets written next.

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Agency

Join your agency

Start a packet

Binder Change

Combine

Recent

Reference

Tutorials

Docsy Start to Finish

Binder Change

Combine

Edit Text

Set Outlook as your default mail app

Open every PDF in Docsy

More to come

Carrier Rules

Sign in

Create your account

Reset your password

Check your email

Set a new password

Choose your plan

Agent

Agency

Join your agency

Start a packet

Binder Change

Combine

Recent

Reference

Tutorials

Docsy Start to Finish

Binder Change

Combine

Edit Text

Set Outlook as your default mail app

Open every PDF in Docsy

More to come

Carrier Rules

You added 0 PDFs

Combine PDFs

Save as

Quick Update

Email the binder team

The email

How to

Make Outlook classic your default

Check that it worked

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