Spaces

A space is one client's or project's area. Spaces lists them as cards with a star to favourite, an Active or Inactive badge, storage used and creation date, with search and a status filter.

New Space (Tenant Owners) asks for a name and description. You can start from a space template, which creates its folders, groups, forms and file requests for you.

Open a space for its overview: action buttons (Add File Request, Add Form Request, Add Approval Item, New Signature Request, Manage Members, Manage Organizations, Add New Folder), a file search, the folder list, quick links to Activity, Invitations, Groups, Signature Requests, Branding and Edit Settings, and filterable panels of the space's signature requests, approvals, file requests and form requests.

Members. Add an existing user with a space role, or invite someone new by email. Remove a member with the Remove link. Pending Invitations lists invitations not yet accepted, with Revoke.

Organizations. Link a client organization to the space with a default role, so its people get access automatically.

Groups. Named sets of people within a space, used when assigning requests, approvals and forms and when setting folder permissions. Create a group, then add and remove members.

Branding. A logo (PNG, JPG or SVG up to 4 MB), primary and secondary colours, a welcome heading and message, a support email and an email footer for everything sent from this space.

Edit Space changes the name and description and can mark the space inactive.