Team
Inviting your crew to a workspace
Settings → Team → Invite sends an email; they sign in and see the same clients, rates and documents you do, scoped to their role. continue reading
Roles: owner, admin, member
Owners control billing and can delete the workspace. Admins manage rates, team and settings. Members create and send documents. continue reading
Who can see and send what
Everyone sees the shared client list and document history — that is the point of a workspace. Sending is role-based, and you can require admin approval before a… continue reading
Working on the same document together
Two people can have the same document open; edits merge live and the history records who changed what. continue reading
Removing a seat
Remove a person under Settings → Team. Their documents, history and signatures stay in the workspace; only their access ends. continue reading