Create and Publish a TemplateCreate and Publish a Template
Please note – keywords and clauses are required to create a template and should be
Category: Building Your Worskspace
Create a ClauseCreate a Clause
This feature is only available to Company Administrators and Managers. 1. Click on the ‘Clause
Create a KeywordCreate a Keyword
Click on the ‘Keyword Library’ on the left menu panel. Click on ‘Create Keyword’. 2.
Create a new BinderCreate a new Binder
Click on ‘Documents’ on the left menu panel and click on ‘Binders’. Click on ‘Create
Create a company or an individual contactCreate a company or an individual contact
Create a Company and/or Company Contact Click on ‘ Contacts’ on the left menu panel.
Create a new folderCreate a new folder
1. Click on the plus (+) icon next to Documents.
Invite Workspace MembersInvite Workspace Members
There are two ways to invite new members to your workspace: From Add New dropdown
Create a WorkspaceCreate a Workspace
Click on the Add New icon dropdown menu and click on ‘New Workspace’.
Updating Your ProfileUpdating Your Profile
Click on your profile drop down and click on ‘My Profile Settings’. 2. On