Software and Technology
Keep Workspaces Separate
Workspaces
Separate everything in groups
Contacts
Separate or join contacts
Documents
Manage documents in groups
Settings
Personalised settings for workspaces
The Workspaces feature allows you to organize and manage documents by grouping them into dedicated spaces. Each workspace can be customized for specific projects, departments, or clients, ensuring that relevant documents, approvals, and signatures are kept neatly organized.
This helps streamline workflows, making it easier to track and manage multiple projects within a focused environment.
Overview
Workspaces
The Workspaces feature helps users keep documents organized by creating dedicated spaces for different projects or clients. This makes it easy to manage approvals and signatures within a structured environment, improving workflow efficiency and document tracking.
Contacts
The Separate contacts in different workspaces feature allows users to manage and assign contacts uniquely within each workspace. This means that contacts can be tailored to specific projects or departments, ensuring that the right people are associated with the appropriate workspace. This separation improves organization and prevents overlap, helping users maintain clear communication and document sharing with relevant stakeholders in each workspace.
Settings
Workspaces gives you the flexibility to customize settings for each workspace independently. Whether it’s notification preferences, document permissions, or approval workflows, each workspace can have its own tailored configuration. This ensures that different projects, teams, or clients can operate with the specific settings that suit their needs, enhancing control and efficiency across various workspaces.
