Documentation

Workspaces, Folders & Permissions

Team organization, roles, and sharing — for teams of 2 to 5,000.

Workspaces are the top-level container for team content. Create one per team, project, client, or department — and keep related work in folders beneath it.

Workspace management

  • Create multiple workspaces with hierarchical folder structures.
  • Get a bird’s-eye view of documents across the workspace.
  • Separate client work with client-specific templates and branding.
  • Open documents in tabs for cross-project work.

Members & roles

Invite members per workspace and assign role-based permissions. Per-document roles (owner, editor, viewer) add granular control — share with stakeholders without giving away editing rights.

Templates

AI-powered templates give repeated document types consistent structure. Create one template and the whole team benefits from the same formatting, sections, and style.

Personal dashboard

The personal dashboard is your landing spot: personal documents, recent documents, and search with history in one place.