📖 Table of contents
Workspaces help you organize your signature requests, Forms, and contacts according to your company’s structure, while ensuring data confidentiality among your users.
Discover workspaces
Workspaces allow you to:
Separate teams, departments, or subsidiaries.
Control access to documents, forms, and contacts.
Maintain confidentiality between users.
Workspaces are available depending on your plan:
Plus Plan: up to 5 workspaces
Pro Plan: up to 10 workspaces
Scale Plan: custom limits
Create a workspace
To create a workspace, you must have Owner access and a Plus, Pro, or Scale subscription.
Click your initials at the bottom left of the screen.
Go to the Workspaces page.
An automatic workspace is already created. All current users, documents, forms, and contacts are linked to it.
Click Create workspace at the top right.
Enter a name for your workspace (e.g., Human Resources, Sales Department).
Optionally, enter a public name to display externally when sending signature requests.
Note: Only users with Owner access can create or delete workspaces. When a new workspace is created, the Owner is automatically added. The Owner always has access to all workspaces.
Open and navigate workspace settings
To open a workspace and access its settings:
Go to the Workspaces page.
Click the name of the workspace you want to manage.
You will land on the Workspace settings page, which is organized into three tabs:
Users — manage who belongs to the workspace and their access level.
General settings — edit the workspace name and the public name displayed to recipients.
Signature settings — set the default expiration date and security level for signature requests sent from this workspace.
Tip: You can also click the ⋯ menu next to a workspace and select Edit workspace settings to open the same page, or Copy workspace ID if you need the ID for an API call.
Manage workspace users
Add users to a workspace
Owners and Administrators can invite other users from the organization:
Go to the Workspaces page.
Select the relevant workspace.
Click Add users at the top right.
Search for the user and click Invite to workspace.
If the user is not yet part of your organization, invite them first.
Administrators can access all signature requests and forms in the workspaces they belong to.
Members can only view and manage their own signature requests but can use the workspace’s forms and contacts.
Remove users from a workspace
Go to the Workspaces page.
Select the workspace.
Click … next to the user and choose Remove user from workspace.
The user will lose access to all signature requests in that workspace.
Exceptions:
Users in only one workspace cannot be removed; their access must be suspended instead.
Users with Owner access cannot be removed.
Edit the workspace name
Open the workspace and go to the General settings tab.
Update the Workspace name field.
Optionally, tick Choose a public name for this workspace and fill in the Public workspace name. This is the name displayed to recipients when this workspace is the sender of a signature request.
Click Rename to confirm.
Configure signature settings for a workspace
Each workspace can use the organization's default signature settings, or override them with its own values. This is useful when, for example, your HR team needs longer signing windows than your Sales team, or when a specific department requires a higher security level.
You can override the following settings at the workspace level:
Signature expiration preference — the default validity period during which recipients can sign.
Security level for signature — the default signature level (Simple, Advanced, Qualified) and, for Simple eSignature, the authentication mode (no security code, code by email, code by SMS).
Who can do what:
Owners and Administrators of the workspace can view and edit signature settings.
Members can view the settings but cannot edit them.
Override an organization-level setting
Open the workspace and go to the Signature settings tab.
Change the value of any setting (for example, set the expiration to 1 month instead of the org default of 6 months, or select a different authentication mode).
Click Save at the bottom of the page.
The setting now shows (Overridden) next to its name, and a Reset to organization default link appears below it.
Important: Changes only apply once you click Save. If you leave the page without saving, your updates are discarded.
Reset a setting to the organization default
In the Signature settings tab, click Reset to organization default below the setting you want to revert.
Click Save.
The setting is reconnected to the organization default and will follow any future changes made at the organization level.
How organization-level changes affect a workspace
If a workspace setting is using the organization default, it updates automatically whenever the organization-level value changes.
If a workspace setting is overridden, it stays unchanged when the organization default changes. To make it follow the organization default again, click Reset to organization default.
Delete a workspace
Only users with Owner access can delete a workspace.
Go to the Workspaces page.
Click … next to the workspace and select Delete workspace.
Choose another workspace to transfer all content (signature requests, forms, contacts, users).
Important:
At least one workspace must always exist in your account.
A workspace cannot be deleted if active workspace-scoped API keys are assigned to it.
If deletion is blocked because workspace-scoped API keys are assigned to the workspace:
Click Manage API keys in the modal.
You will be redirected to the API keys page filtered on all workspace-scoped keys linked to this workspace.
Revoke all those API keys.
Return to the workspace page and delete the workspace.
Note on roles and permissions
Owner: full access to all workspaces; can create, rename, delete, and manage users.
Administrator: can manage users and resources in workspaces they belong to.
Member: can only access their own signature requests but can use workspace forms and contacts.
Get help
For any questions or guidance on workspace management, contact your account representative.