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There are three ways to start a new document in Docsiv: create a blank document, start from a template, or import an existing file. All three methods are available from the Documents page.

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Creating a blank document

1

Open the new document dialog

From the Documents page, click New Doc in the top-right corner. The Create a document dialog opens.
2

Choose a document type

Select one of the four document types — Document, Sheet, Presentation, or Contract. Your workspace may also show custom sub-types such as Proposal, Brief, or Deck.The type you choose determines which editor opens and what the document can do (for example, only Contracts support signature requirements).
3

Assign a client (optional)

Open the Client dropdown and pick a client. This connects the document to that client’s portal and makes it easier to filter later. You can leave it unassigned and update it at any time from Doc settings.
4

Give it a title

Type a name in the Title field. If you leave it blank, the document is saved as Untitled. You can rename it at any time from the editor header.
5

Create the document

Click Create document (or press Enter). Docsiv creates the record and opens the editor immediately.

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Starting from a template

Templates give you a pre-built starting point with content, structure, and formatting already in place.
1

Open Templates

Click Templates in the left sidebar.
2

Browse and select

Browse your workspace templates or marketplace templates. Click a template card to preview it.
3

Use the template

Click Use template. Docsiv creates a new document pre-filled with the template content and opens the editor.
You can save any document as a workspace template from inside the editor. Open the more options menu (⋯) and choose Save as template.

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Starting with AI

If your workspace has AI enabled, you can generate a first draft from a prompt without using a template. Open the New Doc dialog, create a blank document, and once the editor opens use the AI toolbar or the / slash command to generate content. See the Editor page for details.

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Importing existing files

Bring external documents into Docsiv from Google Drive or by uploading files directly.

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From Google Drive

1

Open Import documents

Click Import documents in the left sidebar.
2

Connect Google Drive

On the Google Drive tab, click Connect. You will be redirected to Google to authorize access. After authorizing, you are returned to the import page showing your connected account email.
3

Select files to import

Click Import to open the file picker. Your Drive files are grouped by type — Documents, Sheets, and Decks. Select the files you want to import. You can select all in a group or pick individual files.
4

Start the import

Click Import (n). Docsiv converts the files and shows a progress summary. When finished, your imported files appear in the Documents page.
Google Docs become Documents, Google Sheets become Sheets, and Google Slides become Presentations. File formatting is preserved using a hybrid conversion mode.

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By file upload

1

Open Import documents

Click Import documents in the left sidebar, then select the Upload files tab.
2

Select a file

Drag your file onto the drop zone, or click it to browse. Supported formats: .docx, .xlsx, .xls, .csv, .pptx, .ppt.
3

Set a document category (optional)

Choose a document type from the Document category dropdown to assign it immediately. Docsiv validates that the file type matches the chosen category.
4

Import the file

Click Import file. When the conversion completes, click Done to open the new document or Import another to continue.
Uploading a file that does not match the selected document category (for example, a .xlsx file with a Document type selected) will return a validation error. Either clear the category or choose the correct one.