Account Management & Billing

Hierarchy  overview There are two types of accounts: Admin and Field User accounts. Admin type accounts Admin type accounts are designed to manage tours, sketches and field user accounts. They have the ability to view all acti...

To reset your password, go to the DocuSketch Web Portal and click " Forgot password :" Follow the instructions given after:

To access invoices and reports, you will have to log in under admin user account.  To see the invoices, click on " Billing " and select the " Invoices " option: To see the details of the sent invoice, click on " Invoice . "  T...

Types of invoices In this section, we will delve into the intricacies of understanding your invoices, focusing on the two distinct types: Zoho Invoices and FastSpring Invoices. Zoho Invoice Zoho Invoice stands as DocuSketch new payme...

This segment unveils the inner workings of DocuSketch Subscription Plans, shedding light on their essential features and functionality. Fees and Credits Primarily, DocuSketch Subscription Plans encompass ongoing expenses designed to uphold un...

What are Profile Settings The profile settings allow users to set the settings for their group. Depending on the account type you have, there may be some options available or unavailable to you.  Click on the profile icon with your initi...

Follow these simple steps to update your billing information: Send an email at help@docusketch.com . In your email explain what kind of billing information you would like to update. Wait for link to be sent. Once you get t...

Overview This article explains how to manage accounts in the DocuSketch web portal. Each available management function is described in detail below. To begin, click on the "People" button at the navigation menu: Pay attention to th...

This guide is to illustrate how to create additional user accounts. Before proceeding, however, it is important to understand how the current Hierarchy or Group system works. Remember that only those with the Master, Main or Office Admin use...