All help topics
Team and workspace
Invite teammates, set roles, create teams, and configure workspace policies.
Invite teammates and manage seatsGrowth and up
Send an invite from Settings > Team, watch it move from Invited to Active, revoke the ones you no longer want, and see how seats are counted.
ReadWorkspace roles - Admin, Manager, Member and billing
What each of the three workspace roles can do, who is allowed to change a role, and why the last admin cannot be demoted or removed.
ReadCreate teams and share work by team
Group members into teams from Settings > Team, then use those teams to widen what managers see, scope templates, and filter the documents list.
ReadWorkspace name, timezone and date format
Set the workspace name your recipients see, plus the timezone, date format and clock style every screen and emailed date uses.
ReadDocument policies: signing window, reminders and forwardingGrowth and up
Set the signing window, reminder cadence and forwarding rule once, and every document you send afterwards starts from those values.
ReadAudit trail settingsGrowth and up
Choose how the Certificate of Completion reaches everyone, and whether it carries the event log and the legal disclosure.
ReadLet colleagues join by email domain
Decide whether someone signing up with your company email lands in your workspace straight away or waits for an admin to approve them.
ReadWork in multiple workspacesBusiness and up
Run separate workspaces for different brands or departments under one login, and switch between them from the topbar.
ReadRead the workspace activity log
The System activities page records who did what across the workspace - sign-ins, member changes, documents, templates, billing and settings - with filters and IP addresses.
ReadDelete or restore a workspace
What deleting a workspace destroys, the 14-day window you have to change your mind, and how the restore link brings everything back.
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