Knowledge Base

Refund Policy

When and how Doclio issues refunds. Covers the 30-day window on first subscription charges, pro-rated refunds on annual cancellations, AI credits, capacity overages, third-party purchases, and EU/UK cooling-off rights.

Privacy Policy

How Doclio collects, uses, shares, and protects your personal data and project content. Includes our sub-processor list, data retention periods, and your GDPR rights.

Terms of Service

The terms that govern your use of the Doclio construction management platform. Covers your account, subscriptions, AI credits, content ownership, acceptable use, and liability.

Information Security

How Doclio protects your project data. Covers hosting, data residency, encryption, authentication, row-level security, sub-processors, data export and deletion, vulnerability disclosure, and the certifications we do and don't hold.

Plan Comparison

Compare Doclio plans — Starter (free), Growth, Business, Professional, and Enterprise.

Upgrading Your Plan

How to upgrade, downgrade, or change your Doclio subscription plan.

Creating Your Account

Signing up with email and password, magic link, or Google/Microsoft, the two-step onboarding wizard, the Terms acceptance step, and your Get Started options.

Affiliate Program

Earn recurring commission for every Doclio subscription you generate. Powered by Tolt. Apply at doclio.tolt.io.

Account and Login Issues

Solutions for login problems — forgotten passwords, magic link issues, and account access troubleshooting.

Installing Doclio as an App

Install Doclio as a Progressive Web App on your phone, tablet, or desktop. Get a home-screen icon and full-screen experience without the App Store.