A Workspace is a collection of rooms related to a contract. Rooms are your own private safe space to discuss, negotiate, and sign contracts.
There are two types of discussion rooms:
Internal room is where you discuss with fellow team or company members.
External room is where you discuss and negotiate with your counterparty.
Creating A Workspace
There are two ways you can create a workspace.
In the navigation bar, click on the + NEW button.
On the home screen, click on the + NEW button next to Workspaces.
You will be guided to choose between two options.
Start Discussion (Collaborate with stakeholders)
This creates discussion rooms that allow you to collaborate with other stakeholders.
These rooms are what we refer to as Internal or External Rooms.
Request Signature (Send document for signing)
This creates a Signing Room that allows you to use our eSignature feature to sign documents.
To learn more about the Signing Room, check out this article for more information.
In this article, we will focus on creating discussion rooms (Internal or External Rooms).
To proceed, select the Start Discussion option.
Specify Workspace Information
Enter the Workspace Name.
This can be your project’s name or any relevant information it is identified by.
e.g. Tech Week Partnership
Enter the Counterparty information.
This can be a single counterparty or multiple counterparties.
e.g. Google and Amazon
To proceed, click on the Next button.
You will then be guided to create either an Internal Room or an External Room.
Internal Room
To create an Internal Room, select the first option and click the Next button.
At this point, you can add your Internal Stakeholders if you wish to. This step is optional. Otherwise, you can skip this step and do it later.
Note: Only users in your company can be added to an Internal Room to protect your company's private discussions.
To proceed, click on the Create button.
Congratulations! You have now successfully created a workspace with an Internal Room.
External Room
To create an External Room, select the second option and click the Next button.
At this point, you can add your Internal Stakeholders if you wish to. This step is optional. Otherwise, you can skip this step and do it later.
You can also add your Counterparty that you will collaborate with. This step is optional. Otherwise, you can skip this step and do it later.
To proceed, click on the Create button.
Congratulations! You have now successfully created a workspace with an External Room.
Creating Another Room
For example, if you already created a workspace with an:
Internal Room, and wish to create an external room to collaborate…
External Room, and wish to create an internal room to seek review…
You can create the other type of room within the workspace by:
Clicking on the + icon next to Internal Room or External Room
At this point, you can add your Internal Stakeholders or Counterparty (where applicable). This step is optional. Otherwise, you can skip this step and do it later.
Note: Only users in your company can be added to an Internal Room to protect your company's private discussions.
To proceed, click on the Create button.
What’s Next?
Now that you have created a workspace and rooms, you can start discussing with others.
To learn more about how to use the Internal & External Rooms, check out this article.