DocSuite Help
Frequently Asked
Questions
Everything you need to know about setting up workspaces, connecting professions, managing survey data, and staying compliant.
Getting Started
5What is DocSuite? +
DocSuite is a built environment platform that connects seven professions on one shared workspace: land surveyors, architects, real estate agents, property lawyers, builders, quantity surveyors, and property managers. Each profession gets its own purpose-built toolset, while all seven connect through shared projects, documents, and client records — anchored by the surveyor's boundary data.
Which professions can open a workspace right now? +
All seven professions can register a workspace immediately. Some tools within each workspace are live now, while others are marked "Coming Soon" on the roadmap. The surveyor workspace is the most complete, with Survey Plans, Instrument Data, Coordinates (AI), Plot Plan Generator, Traverse Tool, Documents, Invoices, Clients, Property Projects, Finance & Tax, and Payroll all live.
How quickly can I start? +
Most firms are up and running in under two minutes. Pick your profession, enter your workspace name and license number, then invite your team. Your first project can be created immediately after registration.
Do I need a credit card to register? +
No. DocSuite is in active beta. Workspace registration is free and open to all seven professions. Some premium features (such as the AI coordinate tool and virtual tour services) use a credits system, but registration itself requires no payment.
Can I register multiple workspaces for different professions? +
Yes. Your account can own or belong to multiple workspaces across different profession types. For example, a firm that offers both surveying and architectural services can operate separate surveyor and architect workspaces from one login.
Survey Plans & Data
6Why is the surveyor workflow central to DocSuite? +
Every property pipeline starts from a valid survey plan. Surveyors capture the legal boundary, coordinates, beacons, area, and state filing reference — the foundational facts that every other professional needs. DocSuite treats that data as the shared source of truth so architects, lawyers, builders, agents, quantity surveyors, and property managers can all consume it directly without re-entry or version confusion.
What instruments and file formats does DocSuite accept? +
DocSuite accepts CSV, TXT, and GSI files from GNSS/RTK receivers (Trimble, CHC, South, Stonex, Leica) and total stations (Sokkia, Leica, Trimble). The import pipeline auto-detects the format, parses points with northing, easting, elevation, and solution metadata, and computes boundary detection, area, and perimeter automatically.
Which coordinate reference systems (CRS) are supported? +
DocSuite supports all Minna belt zones (EPSG:26391 West, 26392 Mid, 26393 East), Minna UTM zones 31–33N (26331–26333), Minna Geographic Lat/Lon (4263), WGS 84 GPS (4326), Web Mercator (3857), and OSGB36 British National Grid (27700). The platform is primarily calibrated for Nigerian survey practice with full coverage of all 36 states and LGAs.
How does the client share link work? +
Every survey plan can generate a secure share token — a URL you send to your client to view their plan's progress. You control which sections are visible (location, bearing/distance table, dates, description, attached documents). You can protect the link with a security question; by default the question is "Input your full plan number" and the answer normalises separators so OG/5093/2025/001, OG-5093-2025-001, and OG 5093 2025 001 are all accepted.
What is the Plot Plan Generator? +
The Plot Plan Generator produces a professional SVG boundary drawing directly from your instrument data. It auto-scales to the selected plan scale (1:100–1:5000), supports blue copy and recopy modes (with a diagonal RECOPY watermark), places bearing and distance labels perpendicular to each boundary line with white backgrounds to prevent overlap, annotates the first point with N/E coordinates, and generates a clean print-to-PDF output via a popup window that avoids the blank-page problem common with browser PDF embeds.
What is the Traverse Tool? +
The Traverse Tool is a standalone calculation utility for closed traverses. It performs closure analysis (misclosure in easting and northing), applies Bowditch/compass rule adjustment, and back-calculates corrected bearings and distances — all in the browser without any external software.
Collaboration & Projects
4How do Property Projects connect multiple professions? +
A Property Project is a shared collaboration record accessible from all seven workspace types. When a surveyor links their survey plan to a Property Project, every connected professional — architect, builder, lawyer, agent, QS, manager — can access the boundary data, plan number, coordinates, area, and locality from within their own workspace. No PDF forwarding. No re-entry. No version confusion.
Do different profession workspaces have to be in the same firm? +
No. Property Projects are designed for multi-firm collaboration. A surveyor firm, an architectural firm, and a legal firm can all connect through the same Property Project without sharing billing data or internal documents. Each workspace controls what it shares.
What data flows from the surveyor to each downstream profession? +
Architect: boundary polygon, CRS, area, and beacon coordinates for site layout. Builder: coordinate set and traverse for foundation set-out. Property Lawyer: plan number, state file reference, beacon list, locality, and LGA for deed preparation. Real Estate Agent: plot area, location metadata, and plot plan PDF for listings. Quantity Surveyor: verified area and boundary dimensions for BOQ and cost estimates. Property Manager: boundary archive, legal documents, and operational records for long-term asset management.
Can documents be shared between professions? +
Documents within each workspace can be linked to Property Projects, making them visible across connected workspaces. Every document has full version history, a comment thread, an approval workflow, and a secure client-share link with an optional time window.
Finance, Billing & Compliance
4Does DocSuite support Nigerian tax compliance? +
Yes. The Finance & Tax tool is built specifically for Nigerian practice: VAT at 7.5% (tax-inclusive and exclusive modes), CIT at 25%, WHT graduated by transaction type (5% goods, 10% services, rent, and contracts), and full PAYE calculation with CRA relief (20% of gross, min ₦200,000), Pension (8%), and NHF (2.5%) deductions across graduated income bands (7%–24%).
How does invoicing work per profession? +
Every profession workspace generates invoices with auto-numbering in the format INV-YYYY-NNNN. Invoices support multiple line items with quantity and rate, tax-inclusive or exclusive modes, discounts, and staged payment tracking (unpaid → partial → paid → void). Overdue detection and balance-due calculation are automatic. Each invoice can be shared with the client via a secure token link.
Can I track project expenses and link them to invoices? +
Yes. Expenses can be recorded with receipt storage (JPEG, PNG, PDF up to 5 MB), categorised, marked as billable to a specific client, and linked to a project. Billable expenses flow into the Finance dashboard where they can be included in client invoicing. An approval workflow lets admins review and approve expense claims from staff.
Is payroll supported? +
Payroll data is supported through staff records with PAYE computation, pension, and NHF deductions calculated against salary. Payroll Tax Data is stored per period and integrates with the Finance & Tax dashboard for period reporting.
Real Estate & Virtual Tours
3What listing types does DocSuite support? +
Listings support sale, rent, and short-let types. Each listing tracks price, negotiability, price period (per year or per month), bedrooms, bathrooms, parking, land and building sizes, amenity features, and engagement metrics (view count, inquiry count). Listings have four verification levels — unverified, bronze, silver, and gold — and can be linked directly to a survey plan for verified boundary data.
What virtual tour packages are available? +
Five packages are offered: Basic 360 (₦50,000 · 10–15 photos · 7-day delivery), Premium 360 (₦85,000 · 20–25 photos with hotspots and floor plan overlay · 7 days), Professional Video (₦75,000 · 3–5 min walkthrough with music and voiceover · 5 days), Drone Package (₦120,000 · aerial + interior 360° + 5 min video · 7 days), and Complete Package (₦200,000 · everything · 3-day priority delivery). Add-ons include Rush Delivery (₦50,000), Floor Plan Digitization (₦25,000), Extra Photos (₦15,000), and Staging Consultation (₦30,000).
How is virtual tour payment processed? +
Virtual tour orders are paid via Paystack with VAT (7.5%) applied to the total. Full refund is available within 7 days of ordering if production has not started. A 50% refund is available within 3 days. Tour links expire after a set delivery period. Job IDs are auto-generated in the format VRT-YYYY-NNNNN.
Security & Access
5Is each workspace's data isolated? +
Yes. Workspace isolation is fundamental to DocSuite's architecture. Each firm's data — plans, documents, invoices, client records, staff — is fully separate and inaccessible to other workspaces unless explicitly shared through a Property Project or tokenised link.
How are staff permissions managed? +
Every workspace member has a role (owner, admin, staff) with granular tool-level access controls. Admins can enable or disable individual tools per member. Viewers can be given read-only access to specific sections. This applies to all seven profession workspace types.
How secure are shared links for clients? +
Client share links are token-based — they expire when the token is regenerated. For survey plan progress links, you can add a security question layer (default: "Input your full plan number"). The answer comparison strips separators, so OG/5093/2025/001, OG-5093-2025-001, and OG 5093 2025 001 all match the same stored answer. For invoice links, clients see only their invoice — not internal workspace data.
Where are uploaded files stored? +
All uploaded files — survey plan documents, expense receipts, instrument data files — are stored on a private disk. They are never accessible by direct URL. Files are served only through authenticated, token-verified routes that check workspace ownership, visibility settings, and (where applicable) session-level client verification.
Can I track who made changes and when? +
Yes. Documents carry a full version history with the uploader's identity and timestamp for every version. Survey plans, invoices, and approvals all have timestamped activity chains. The audit trail is always available for accountability and compliance purposes.
Ready to get started?
Register your workspace in under two minutes. All seven professions are open for registration today.