Question 1

What counts as a "client"?

Accepted Answer

A client is a separate brand inside your Docsiv workspace, with its own brand kit, portal, and documents. You have one workspace for your team, and you add a client for each brand you serve. Free includes 1, Pro includes 10, and Agency is unlimited. Clients can be archived and replaced without losing history.

Question 2

Is there a limit on projects?

Accepted Answer

Free includes 3 active projects; Pro and Agency are unlimited. Only live projects count, so archiving work you have finished frees the slot back up without deleting anything. A project holds its own task board, pipeline stages, documents, and media, and can be shared with a client through their portal.

Question 3

What are AI credits, and what do they cover?

Accepted Answer

AI credits measure usage for eligible Docsiv AI actions. The amount varies by task, context, model work, and output size, so the usage view in your workspace is the source of truth rather than a fixed per-page estimate.

Question 4

What does that work out to across a whole document?

Accepted Answer

Usage depends on the task and context. A longer or more complex draft may use more credits than a short edit, but there is no universal per-page formula. You can see the exact balance and per-action usage in Settings → Billing.

Question 5

Are AI credits shared across my whole workspace?

Accepted Answer

Yes. Credits are pooled at the workspace level, not per person, so everyone on your team draws from the same monthly balance. That keeps usage simple to manage, and owners and admins can watch the balance in Settings → Billing.

Question 6

Do unused AI credits expire?

Accepted Answer

Your monthly plan credits reset on each billing date and don't roll over, so you get a fresh allowance every cycle. Credit packs you buy separately are different: they never expire, and they're only drawn on once your monthly credits run out.

Question 7

How can I get more AI credits?

Accepted Answer

Two ways: upgrade to a higher plan for a larger monthly allowance, or buy one-time credit packs from Settings → Billing for a busy month. Packs never expire and stack on top of your monthly credits, so nothing goes to waste.

Question 8

What happens when I run out of credits?

Accepted Answer

Nothing breaks, and you're never charged automatically. We email you when your balance runs low and again when it reaches zero, so there are no surprises. AI actions (drafting, regenerating, images, and workspace chat) pause until you add credits. Everything else keeps working, so you can still open, edit, share, and export your documents. To resume AI, buy a credit pack or upgrade and you're going again in seconds.

Question 9

What AI models does Docsiv use?

Accepted Answer

Docsiv routes eligible AI work through the models configured for the platform and may change that routing as the product evolves. The available models and behavior are not a promise of a fixed provider or a fixed quality level.

Question 10

Does Docsiv train AI on my content?

Accepted Answer

No. Your documents, prompts, and generated content are never used to train AI models, ours or our providers'. Each task is grounded only in the context you provide, and anything sent to a model provider goes through their API, which does not train on your data. See our Privacy and Security pages for the full detail.

Question 11

How do e-signature envelopes work?

Accepted Answer

An envelope is one document sent for signature, regardless of how many signers it has. Pro includes 40 envelopes per month and Agency is unlimited. Signing blocks, sending, tracking, and reusable signing templates are available on paid plans.

Question 12

Can I put my own brand on the client portal and use my own domain?

Accepted Answer

Pro uses a branded Docsiv subdomain (youragency.docsiv.com). Agency supports a verified custom domain (portal.youragency.com) when configured. Paid plans can hide Docsiv branding when the workspace branding setting is enabled.

Question 13

How do extra seats work, and how am I charged for adding a member?

Accepted Answer

Each paid plan includes a set number of team members. Need more? Add extra seats from Settings → Billing at a flat monthly price per seat. Seats are prorated when you add them mid-cycle and billed alongside your main plan, so you only pay for the days you use.

Question 14

What's included in the Free plan, and what's held for paid plans?

Accepted Answer

Free is a real workspace, not a locked demo: you get 1 client, AI drafting, and the available editors. Paid plans add higher limits and features such as client portals, analytics, signing, and brand controls. Free exports carry a Docsiv watermark; signing blocks and e-signature workflows are available on Pro and Agency. Export formats depend on the document type and editor.

Question 15

Is there a discount on annual billing?

Accepted Answer

Yes. Paying annually saves you 20% versus paying month to month, on both Pro and Agency. You can switch to annual any time from the billing portal, and the discount applies right away.

Question 16

Can I change my plan or cancel at any time?

Accepted Answer

Yes, anytime from Settings → Billing, with no lock-in. Upgrades apply immediately and are prorated; downgrades and cancellations take effect at the end of your current period, so you keep full access until then. If you cancel, the workspace moves to the Free plan and your documents, clients, and team stay intact. Only paid features (custom branding, custom domain, extra members, signing) pause until you upgrade again. If a downgrade leaves you with more clients or documents than the new plan allows, the extras are never deleted, they stay safe and locked until you are back within the limit or upgrade, and a full export is always available.

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