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Guide/Getting Started/Create and set up your Docsiv workspace
Getting Started

Create and set up your Docsiv workspace

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

Updated Aug 25, 2026Docsiv documentation

Start with a workspace for the client work you want to manage in Docsiv.

Set up a workspace

  1. Create an account or sign in to Docsiv.
  2. Complete the onboarding questions about your role and the kind of work you ship.
  3. Create or select a workspace when Docsiv asks where to keep your work.
  4. Open the workspace and add your first client, project, or document.

How Docsiv is organized

  • Workspace: the operating space for your team and client work.
  • Client: the context that keeps a client’s documents, media, projects, and brand information together.
  • Project: an engagement or delivery stream with stages, tasks, documents, and media.
  • Document: a deliverable you can edit, share, export, or send for signature.

If you need to switch or create a workspace later, open the workspace switcher or visit /workspaces.

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