SUPPORT CENTER

Cloud Workspace Help & Setup Guide

Everything you need to access, use, troubleshoot, and manage your IP DaVinci Cloud Workspace.

Follow the quick-start steps below or browse the sections to learn how to launch your workspace, connect Visio, use the toolkit, manage licenses, and more.

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Cloud Workspace Support

What This Help Page Covers

Start here if you’re new to DaVinci Cloud Workspace.

Step 1

Access & Login

How to receive your invite, sign in, and open your first cloud desktop session.

  • ✔ What you need before you start (internet, browser, credentials)
  • ✔ Where to log in and how to accept your invitation
  • ✔ How to reconnect if you’re disconnected

Step 2

Using Visio in the Cloud

Where to find Microsoft Visio, the IP DaVinci Toolkit, and Training resources.

  • ✔ Launching Visio inside the cloud workspace
  • ✔ Opening Toolkit templates & stencils
  • ✔ Accessing training links or micro-courses (if included)

Step 3

Saving & Moving Files

Best practices for saving drawings so you don’t lose work.

  • ✔ Where to save files during a session
  • ✔ How to download files to your own device
  • ✔ Using OneDrive, SharePoint or other cloud storage if your organization prefers

Step 4

Licensing, BYOL & Limits

A plain-language overview of how Visio licensing works in the cloud.

  • ✔ Why you may see a sign-in prompt inside Visio
  • ✔ How Bring Your Own License (BYOL) works for firms & universities
  • ✔ Links to the full Licensing Compliance and Usage pages

Common Tasks in DaVinci Cloud Workspace

Quick guides for the things you’ll do most often.

Getting Started

First-Time Access

You’ve just received your invite email — what happens next?

  • ✔ Open the link in a modern browser (Chrome, Edge, Safari).
  • ✔ Sign in with the account specified in your onboarding instructions.
  • ✔ Select your DaVinci Cloud Workspace from the available desktops.
  • ✔ If the screen stays blank, wait 10–20 seconds for the VM to start.
Still stuck? Email support

During Your Session

Working in Visio with Toolkit

How to actually draw once you’re inside the workspace.

  • ✔ Launch Visio from the Start menu or taskbar.
  • ✔ Open the IP DaVinci templates for A4 or Letter page sizes.
  • ✔ Load the patent drawing stencils if they’re not already pinned.
  • ✔ Keep your work saved frequently to your chosen drive/folder.
Learn more about the Toolkit

Saving & Exporting

Moving Files In and Out

How to save your drawings safely and export them when done.

  • ✔ Save working files inside the recommended folder (e.g., OneDrive, a shared network folder, or your firm’s document system).
  • ✔ Use PDF or image export when you need to share drafts externally.
  • ✔ Download finished drawings to your local machine if required by your process.
Need storage guidance?

Licensing & Access

Visio Sign-In & BYOL

What to expect when Visio asks you to sign in.

  • ✔ If your organization uses BYOL, sign in with your own Microsoft 365 account.
  • ✔ If IP DaVinci provided a Visio Plan 2 license, use the account details we sent you.
  • ✔ If you see licensing or activation errors, contact support with screenshots.
Read Licensing Details

If Something Goes Wrong

Most issues are easy to fix once we know what you’re seeing.

I Can’t Log In or See My Desktop

Login and connection issues are usually related to credentials, browser, or network.

  • ✔ Confirm you’re using the correct login link from your onboarding email.
  • ✔ Try a different browser (Chrome or Edge recommended).
  • ✔ Check your VPN or corporate firewall if you’re on a locked-down network.
  • ✔ If nothing works, send us a screenshot of the error screen.

Email: [email protected] — include your name, organization, and when the issue started.

Visio or Toolkit Isn’t Available

If Visio or the IP DaVinci Toolkit isn’t showing as expected inside the VM, it’s usually a configuration issue on that host.

  • ✔ Check the Start menu and search for 'Visio'.
  • ✔ If Visio opens but the templates/stencils are missing, note which items you expected to see.
  • ✔ Do not attempt to install your own software inside the VM.
  • ✔ Contact support so we can repair the image or reassign you to a corrected pool.

In your email, list the missing templates/stencils and whether this is your first session.

Performance, Lag or Disconnections

Cloud desktops depend heavily on network conditions. We can help you tune your environment for smoother drawing.

  • ✔ Check your internet connection; wired or strong Wi-Fi is recommended.
  • ✔ Close bandwidth-heavy apps (video streaming, large downloads) while drawing.
  • ✔ If you’re being disconnected frequently, note the approximate times and your location.
  • ✔ We can adjust backend settings or suggest an alternative region if needed.

Performance tuning is a shared responsibility: your network + our cloud settings.

Licensing or Activation Errors

Sometimes Visio may ask you to sign in again or show an activation warning.

  • ✔ If your organization uses BYOL, ensure your Plan 2 license is still assigned in your home tenant.
  • ✔ If IP DaVinci provides your license, do not try to change the account without checking with us.
  • ✔ Take a screenshot of any error and send it to support.
  • ✔ We’ll verify licensing status and adjust your assignment if needed.

For law firms & universities, your internal IT/licensing contact may also need to be looped in.