Team Collaboration

Create Your Organization

If you haven’t already:

1. Go to Settings → Organizations
2. Click Create Organization
3. Enter organization name
4. Choose a URL slug
5. Click Create

Invite Team Members

1. Go to Organization → Members
2. Click Invite Member
3. Enter email addresses
4. Select role (Admin, Member, or Viewer)
5. Click Send Invitations

Invitees receive email with join link.

Create Teams

Organize members into teams:

1. Go to Organization → Teams
2. Click Create Team
3. Name the team (e.g., “Sales”, “Legal”)
4. Add a description
5. Click Create

Add Members to Teams

1. Open the team
2. Click Add Members
3. Search for members
4. Select and add them
5. Repeat for other teams

Create Shared Folders

Set up shared workspaces:

1. In your documents, click New Folder
2. Name it (e.g., “Sales Contracts”)
3. Click Share
4. Share with the team
5. Set permission level (View, Edit)

Share a Document

Share a document with your team:

1. Open or select a document
2. Click Share
3. Choose Team or individual members
4. Select permission level
5. Click Share

Use Version History

Track changes over time:

1. Open a document
2. Click the History icon
3. View automatic versions (created as you edit)
4. Create named versions for milestones
5. Compare or restore previous versions

Send Documents for Review

Get formal feedback and approval:

1. Open a document
2. Click Share → Send for Review
3. Add reviewers (email, name, permissions)
4. Set deadline and message
5. Track responses in the review dashboard

Collaborate with Comments

Use comments for feedback:

1. Open a shared document
2. Select text or click where you want to comment
3. Add your comment
4. Others can reply
5. Resolve when addressed

Review Activity

Monitor team activity:

1. Go to Organization → Analytics
2. See usage metrics
3. Track document activity
4. Monitor storage usage