Shared workspaces allow you to collaborate with colleagues by giving them access to all documents and templates within that workspace. This ensures everyone stays aligned and can work efficiently on shared content.
Requirements
Access to a shared workspace or permission to create one.
Permission to copy and move templates/documents
Colleagues’ email addresses to invite them to the workspace.
Instructions
Create a shared workspace
Click the user name in the top right corner.
Select Create a Workspace and give it a name.
Add colleagues to the workspace
All members of the shared workspace can view, edit, and manage documents and templates within that workspace
Copying templates from other workspaces and moving to new workspace(s)
If needed, Copy existing templates from other workspaces and move them into the new shared workspace.
This allows colleagues to work with the updated versions collaboratively.
Visual - Copy & Move templates to share in other workspaces
Expected Outcome
• All members of the shared workspace can now access and collaborate on documents and templates.
• Documents copied into the shared workspace retain their content and can be updated by any member.
• Workflow visibility is improved across the team.
FAQs
Do I need to share my Personal Workspace to collaborate?
No. Only documents in shared workspaces are accessible to colleagues. Personal Workspace documents remain private.
Can I control what a colleague can do in a shared workspace?
Yes. You can assign administrator rights to members when adding them, allowing them to manage users and branding within the workspace.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]