> ## Documentation Index
> Fetch the complete documentation index at: https://docs.docsiv.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start

> Get up and running with Docsiv — from signing up to creating your first document.

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

<Steps>
  <Step title="Create your account">
    Go to [app.docsiv.com/signup](https://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**.

    <Note>
      If you sign up with email and password, check your inbox for a verification email and confirm your address before continuing.
    </Note>
  </Step>

  <Step title="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.

    <Tip>
      Your workspace handle can only contain lowercase letters, numbers, and hyphens (e.g. `my-agency`). It must be unique across all Docsiv workspaces.
    </Tip>
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.

    <Tip>
      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.
    </Tip>
  </Step>
</Steps>

## What's next

<CardGroup cols={2}>
  <Card title="Workspaces" icon="building" href="/workspaces">
    Learn how to create additional workspaces and switch between them.
  </Card>

  <Card title="Documents" icon="file-lines" href="/documents/overview">
    Dive deeper into document types, templates, and the editor.
  </Card>

  <Card title="AI features" icon="wand-magic-sparkles" href="/ai/overview">
    See everything the built-in AI assistant can help you with.
  </Card>

  <Card title="Client portal" icon="users" href="/clients/client-portal">
    Share documents with clients through your branded portal.
  </Card>
</CardGroup>