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Getting Started
Find all the information you need to get started using your workspace here!
How to create a workspace
Licence Superusers and Licence Managers have the ability to create new workspaces. To begin, click 'Create a New Workspace' on the actions menu to the right. Next, give your workspace a name. You can optionally add a client name or reference number.  control and manage workspace settings and activity. The following help articles will help Workspace Admins learn about basic workspace set up and functionality. You are free to set up your workspace in whichever order your prefer, however you may find it helpful to review the following help articles first. Learn how to set workspace security, to create groups, set group permissions, set user visibility, apply numbering, up
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Workspace Set Up
You are free to set up your workspace in whichever order your prefer, however you may find it helpful to perform this setup per the instructions below. This article will show you how to create groups, set group permissions, set user visibility, apply numbering, upload documents and invite users. Create Groups You can set up groups to manage multiple users as a single entity. Click 'Manage Workspace'.  have the ability to change the system role of a user. Normal User - This is the default user type. No special permissions are granted. Licence Manager - Licence Managers can create new workspaces and admini
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How to set up groups
You can set up groups to manage multiple users as a single entity. Only Workspace Admins can set up groups in a workspace. To begin, click 'Manage Workspace'. Click 'Access & Permissions'. Click 'Groups'. 