Docsiv
Project ManagementRun every client engagement on one boardAI Document CreationTurn notes & briefs into polished documents with AIClient PortalBranded client workspaces on your domainBrand Kits and preferenceLock fonts, colors, and tone per clientDocument AnalyticsTrack opens, reads, and engagementMedia LibraryOne asset store, filtered per clientAll Features
AgenciesOne hub for every client accountConsultantsScoped, signed, and delivered under your nameCreative studiosBrand-led delivery across every clientStartupsPitch like a Series B from day oneSalesChase signatures, not repliesFreelancersLook bigger than a one-person shopSolutions Overview
BlogInsights, tips, and product updatesGuideHow-to docs and product walkthroughsMCP ConnectorUse Docsiv from Claude and ChatGPTCase StudiesIllustrative agency workflows and customer storiesCompare DocsivSee how Docsiv replaces the client delivery stackBook a demoA 30-minute working session on your own documents
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Find the answer. Keep the work moving.

Practical Docsiv documentation for the moments that matter: setting up your workspace, creating client work, delivering it, and knowing what happens next.

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Quick answers

What are you trying to do?

Jump straight into the most common Docsiv workflows.

Create your first clientAdd a client and keep their work in one context.
Create a document with StudioStart from a brief, prompt, transcript, file, or link.
Set up a client portalBrand the space where clients review and approve work.
Share a documentChoose the right link, access, and delivery settings.
Send for signaturePrepare a signature envelope and follow its status.
Read document analyticsSee what clients opened and where to follow up.
Browse by topic

The Docsiv handbook.

Everything in one place, from first setup to client delivery and team operations.

Getting Started

What Docsiv is, who it is for, and how to get moving quickly.

7 articles

Pricing & Billing

Plans, billing, usage limits, seats, and what changes by tier.

15 articles

AI & Credits

How Studio works and how AI credits scale across plans.

6 articles

Branding & Portals

Brand kits, branded delivery, portal domains, and white-label setup.

7 articles

Documents & Exports

Supported document types, editors, imports, and exports.

14 articles

E-Signatures

Envelope limits, reusable signing templates, and the built-in signing workflow.

4 articles

Analytics

Views, engagement, and document-level tracking.

3 articles

Security & Team

Permissions, protected links, data-access controls, and team roles.

6 articles

Use Cases

How different client-facing teams use Docsiv.

5 articles

Comparisons

How Docsiv differs from narrower point solutions and what to validate in sales.

2 articles
Popular guides

The answers people need first.

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Getting Started

Create and set up your Docsiv workspace

Set up a workspace and understand how clients, projects, documents, and media fit together.

Getting Started

Add a client

Add one client or import a list so every deliverable has the right context.

AI & Credits

Create a document with Studio

Turn a brief, prompt, transcript, file, or link into an editable first draft.

Documents & Exports

Export a document

Export a portable copy or keep the work live when you need engagement signals.

Branding & Portals

Build a client brand kit

Save brand rules, voice, logos, and reference material for reliable client-grounded drafts.

Branding & Portals

Set up a client portal

Configure a branded client delivery space for documents, progress, media, and approvals.

Documents & Exports

Share a document with a client

Choose a live link or portal delivery and set the right access controls.

E-Signatures

Send a document for signature

Prepare an envelope, send it to recipients, and track completion and certificates.

Still stuck? Bring the question to the team.

Search the guide for answers, or contact us when you need a human one.

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