Knowledge base

How can we help?

Guides and answers for every part of FirmWork, from your first upload to the API.

Browse by topic

Getting Started

Set up your account and learn the basics

Drawings & Documents

Uploading, managing, and viewing drawings

Annotations & Actions

Creating and managing annotations, defects, and RFIs

Ask questions about your projects, drawings, and revisions in plain English

Building and sharing reports

Sharing & Collaboration

Inviting team members and sharing projects

Composing threads, correspondence types, email replies, and AI drafting.

Billing & Plans

Plans, pricing, invoices, and lifetime deals

Troubleshooting

Common issues and solutions

Inspections & Test Plans

Building and running ITP registers — structure, sign-off matrix, evidence, and AI generation.

Using Doclio without an internet connection

API & Integrations

REST API documentation and integration guides

Referrals & Affiliates

Earn credit for referrals and commission through the affiliate program

Terms of Service, Privacy Policy, and other legal documents.

Popular articles

Cancelling Your Subscription

How to cancel a Doclio subscription, what you keep, and why cancelling is not the same as deleting. You keep full access to the end of the paid period, then move to the free plan with nothing removed.

Billing & Plans

Upgrading Your Plan

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

Billing & Plans

Charged for a PDF editor?

Doclio is construction drawing and document management software, not a PDF editor. If you have been charged for a PDF or document-conversion subscription, here is how to identify the merchant and get your money back.

Billing & Plans

Plan Comparison

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

Billing & Plans

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.

Getting Started

Account and Login Issues

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

Troubleshooting

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