Creating Workspaces

Workspace is where you create and manage your document templates, deliveries, eSignatures and team members. Each workspace operates independently, allowing teams to work autonomously within the same organization.

For example, you can create a workspace for different departments like HR, Marketing, and Support.

Create Your Workspace:

• From the left-side menu, go to the Home page.

• Click Create Workspace, provide a Workspace Name, and click on Create Worksapce to create it.

Creating a new Workspace

• To create more workspaces, return to the Home page, and repeat above steps.

Accessing your workspace

All workspaces in your organization can be viewed from the Home page. To access a workspace, select the desired workspace.

Managing a Workspace

Inside your workspace navigate to Settings > Workspace

Managing a Workspace

For more details on configuration and customization, refer to the Workspace Settings help page.