🚀Getting Started
Set up your account and learn the basics
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.
128 views
Understanding the Dashboard
The five summary cards (including Open Emails), recent activity, project cards with parties, and the top navigation.
108 views
Setting Up Your First Project
Learn how to create your first project in Doclio, add demo data, and configure project settings.
108 views
Uploading Your First Drawing
Learn how to upload PDF drawings to your project, organise them by discipline, and navigate the drawing gallery.
116 views
Creating Your First Annotation
Learn how to create pin and shape annotations on drawings, set types, priorities, and assign to team members.
112 views
Using Doclio in the Field
Use Doclio on a phone or tablet on site: install it as an app, view drawings and log defects in the field, and keep cached drawings available when the signal drops.
104 views
Navigating the App
The top navigation (including the Mailbox tab), the project context bar, guided tours, and the account menu.
111 views
Project Settings
The per-project Settings panel: the Details tab (name, address, archive, delete) and the People & Sharing tab (invite by role + capability, the permissions matrix, managing roles).
108 views
Using Doclio on Mobile
How to use Doclio on mobile devices — navigation, home screen shortcut, and mobile-optimised features.
106 views
Using Global Search
How to use Global Search to find annotations, drawings, comments, and attachments across all projects.
112 views
Themes and Appearance
Switch between the Dark and Light themes, and set your accent colour, custom font, date format, and language.
112 views
Language and Localisation
Change the app language to one of seven locales — English (UK or US), French, Spanish, German, Chinese, or Japanese. Set date format preferences.
119 views
Profile and Account Settings
Update your profile, set notification preferences, and manage your account settings.
109 views
Configuring Your Project
Customise your project with disciplines, custom annotation types, statuses, and tags to match your team's workflow.
109 views
Data Export and Privacy
Export everything Doclio holds about you as a machine-readable file, or delete your account — both self-service and immediate.
116 views
Guided Walkthroughs
The welcome tour and per-screen guided tours, and how to replay any of them from the user menu.
109 views