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A client is a contact or company you create documents for. Grouping documents under a client keeps your workspace organized and lets you share a dedicated portal with each client.

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Create a client

1

Open the Clients page

Go to Dashboard → Clients in the sidebar.
2

Click New Client

Click the New Client button in the top-right corner.
3

Fill in the client details

Enter the following information:
4

Save

Click Add client. The client appears on your Clients page immediately.If you added a website, Docsiv will scan it in the background to fill in extra details. You will see a “Scanning website…” indicator on the client card while this runs.
Client limits apply per workspace based on your plan:You will see an error if you reach your plan’s limit. Upgrade your plan to add more clients.

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The Clients page

Your clients are displayed in a searchable grid or list. Use the search bar to filter by name or email. Toggle between grid and list view using the layout buttons. Click any client card to open the client detail page.

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The client detail page

The client detail page has two tabs:
  • Overview — shows contact info (email, phone, website, address), company details (description, industry), and AI context (brand guidelines and internal notes that are automatically passed to the AI when you create documents for this client).
  • Documents — lists all documents assigned to this client. You can filter by document type, status, and search by title.
From the detail page you can also:
  • Edit the client — update name, phone, website, description, industry, address, logo, brand guidelines, and internal notes. The client’s email is locked after creation because it is linked to their portal login.
  • Copy portal link — copies the client’s portal URL to your clipboard (requires Pro or Agency plan).
  • Send portal invite — emails the client a sign-in link to their portal (requires the client to have an email address and a Pro or Agency plan).

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Edit a client

1

Open the client

Go to Dashboard → Clients and click the client you want to edit.
2

Click Edit

Click the Edit button in the top-right area of the client detail page.
3

Make your changes

Update any field, upload or remove the client logo, and add brand guidelines or internal notes. These notes are used by the AI when generating documents for this client.
4

Save

Click Save changes.
Add brand guidelines and internal notes to a client to give the AI more context when creating documents. For example, include tone of voice, preferred terminology, or things to avoid.

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Delete a client

To delete a client, open the client detail page, click Edit, and scroll to the delete option. Deleting a client is permanent and cannot be undone.

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Connect documents to a client

When you create a new document, you can assign it to a client. Assigned documents appear in the Documents tab of the client detail page and — if the status is set to sent or later — in the client’s portal. See Sharing Documents for more details on the document workflow.