Creating Your Account

Last updated: May 2026

Getting into Doclio takes a minute. Sign up with an email and password, or use a magic link or a Google / Microsoft account.

Sign up

• Email and password — the default. Enter your email, create a password (minimum 6 characters), and confirm it. We send a confirmation link to your inbox — click it to activate your account, then sign in.
• Magic link — click Email me a magic link instead and we send a one-time sign-in link. No password needed.
• Google or Microsoft — sign in with your existing work account.

The onboarding wizard

The first time you sign in, a short two-step wizard sets you up:

1. Your Profile — your display name, company, phone, and role, plus your preferred theme. You'll also be asked to agree to the Terms of Service and Privacy Policy here — ticking the box is required before you can continue. Doclio records the version and date you accepted.
2. Get Started — choose how to begin:
   • Explore a sample project — a pre-filled demo project so you can click around immediately.
   • Create a new project — jump straight into setting up your first real project.
   • Start from scratch — land on an empty dashboard and build from there.

After onboarding

You'll land on your Dashboard, and a short welcome tour points out the main areas (you can replay it later). From here you can upload drawings, create projects, and invite your team — see Setting Up Your First Project.

You can update your profile details and theme any time from your account menu (top right) → Settings — profile under the Profile tab, theme under Appearance.