👥Sharing & Collaboration

Inviting Team Members

How to invite team members, clients, and contractors to your Doclio project.

Share Levels Explained

Understanding share levels, permissions, and project roles when sharing your project.

Roles and Capabilities

What each Doclio permission level can and cannot do. Covers View, Comment, Contribute, Edit, plus Admin (project owners and organisation admins). Includes a quick-reference table and how to change a user's level.

Managing Organisation Members

How to manage your organisation, invite members, and understand member roles.

Sharing with External Clients and Contractors

Best practices for sharing with clients, contractors, and external collaborators — control access with scoped sharing.

Ways to Share Drawings and Documents

Doclio has several ways to send a drawing or document out — shares, transmittals, correspondence, approval links, downloads and printing. This guide explains what each one produces, whether it leaves a record, and which to reach for in formal versus informal situations.

Shared with me — finding reports shared to you

Invited recipients who create an account land on 'Shared with me' — a focused list of every report shared to their email. A report grant isn't project access, so they see the reports (not the project's drawings/mailbox). Open one to read, download, comment, or respond. Troubleshooting: same email, issued (not draft), link not expired/revoked.