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Create a Workspace

You can choose to create a Workspace for each department, business units or geographical units. Workspaces are like a virtual folders or sub-accounts to store your contracts (more details here). Administrators can create new Workspaces and grant access to groups and users.


No one will be able to access a newly created Workspaces. You will need to grant access to groups and users before users are able to create and view contracts, including yourself.

Create a Workspace

  1. Go to the "Admin" -> "Workspaces"
  2. Select + Create Workspace
  3. Enter the Workspace name & type, and optionally, enter a description
  4. Confirm

Once the Workspace is created, you can follow the steps to grant access to a Workspace.

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