Inviting team members and sharing projects
How to invite team members, clients, and contractors to your Doclio project.
Understanding share levels, permissions, and project roles when sharing your project.
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.
How to manage your organisation, invite members, and understand member roles.
Best practices for sharing with clients, contractors, and external collaborators — control access with scoped sharing.
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.
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.
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