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This guide walks you through the essential steps to go from a new account to your first document.
1

Create your account

Go to app.docsiv.com/signup.You can sign up with:
  • Google — Click Continue with Google to authenticate instantly.
  • Email and password — Enter your email and choose a password, then click Sign up.
If you sign up with email and password, check your inbox for a verification email and confirm your address before continuing.
2

Complete onboarding

After signing in for the first time, Docsiv walks you through a five-step setup:
  1. Profile — Enter your first and last name. You can upload a profile photo and choose your preferred theme (light or dark).
  2. Workspace — Give your workspace a company name, a unique handle (e.g. acme-agency), and optionally upload your company logo. The handle appears in your workspace URL.
  3. Preferences — Select your team size and the document types you send clients most often. Docsiv uses this to surface relevant defaults.
  4. Invite team — Optionally invite teammates by email. You can assign each person a role: Member or Admin. You can skip this and invite people later from Dashboard → Team.
  5. How you heard about us — A quick optional question, then you’re taken straight to your dashboard.
Your workspace handle can only contain lowercase letters, numbers, and hyphens (e.g. my-agency). It must be unique across all Docsiv workspaces.
3

Explore your dashboard

After onboarding completes, you land on the Documents page inside your new workspace. From here you can:
  • Browse and create documents
  • Switch to other workspaces from the sidebar
  • Access Settings to update your workspace branding, team, and billing
4

Add your first client

Navigate to Clients in the sidebar.Click New client and fill in the client’s name and contact details. Each client you add gets their own space for documents and can be given access to a branded client portal.
5

Create your first document

Navigate to Documents and click New document.Choose a document type:
  • Document for reports, briefs, and long-form writing
  • Sheet for tables and structured data
  • Presentation for slide decks
  • Contract for agreements and statements of work
Give the document a title, optionally assign it to a client, then open it in the editor. Use the AI panel to generate an initial draft or ask the assistant to write specific sections.
The AI assistant works best when you give it a short brief describing the purpose of the document, the client’s name, and any key details to include.

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What’s next

Workspaces

Learn how to create additional workspaces and switch between them.

Documents

Dive deeper into document types, templates, and the editor.

AI features

See everything the built-in AI assistant can help you with.

Client portal

Share documents with clients through your branded portal.