Add a client

Watch: add a client in under 40 seconds

Add a client before you create documents or projects so the work stays connected to the right context.

Add a client manually

1. Open Clients from the dashboard.
2. Select Add client.
3. Enter the client’s name and the contact details you want to keep in Docsiv.
4. Add their website when you want to use it as context for enrichment or AI drafting.
5. Save the client.

The client now appears as a selectable context in projects, documents, media, portals, and brand settings.

Import several clients

Use Import from the Clients page when you already have a spreadsheet. Download the import template, map the required columns, review the preview, and confirm the import. Existing records are skipped when Docsiv can match them, so review the result before creating duplicate clients.