Create and manage workspaces
Workspaces structure documents by project or client. This video explains creation, permissions, and the overview.
What you will learn
- Create and name a workspace
- Assign documents to a workspace
- Use overview and filters
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What is a workspace?
A workspace is a logical container for related documents — e.g. a project or client mandate.
Create workspace
Click “Add workspace”, enter a name and optional description.
Assign documents
During import or later, assign documents to the appropriate workspace.
