Set up your account and learn the basics
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.
The five summary cards (including Open Emails), recent activity, project cards with parties, and the top navigation.
Learn how to create your first project in Doclio, add demo data, and configure project settings.
Learn how to upload PDF drawings to your project, organise them by discipline, and navigate the drawing gallery.
Learn how to create pin and shape annotations on drawings, set types, priorities, and assign to team members.
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.
The top navigation (including the Mailbox tab), the project context bar, guided tours, and the account menu.
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).
How to use Doclio on mobile devices — navigation, home screen shortcut, and mobile-optimised features.
How to use Global Search to find annotations, drawings, comments, and attachments across all projects.
Switch between the Dark and Light themes, and set your accent colour, custom font, date format, and language.
Change the app language to one of seven locales — English (UK or US), French, Spanish, German, Chinese, or Japanese. Set date format preferences.
Update your profile, set notification preferences, and manage your account settings.
Customise your project with disciplines, custom annotation types, statuses, and tags to match your team's workflow.
Export everything Doclio holds about you as a machine-readable file, or delete your account — both self-service and immediate.
The welcome tour and per-screen guided tours, and how to replay any of them from the user menu.
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