Workspaces
Group multiple documents into collections and share them together.
Workspaces
Workspaces let you organize multiple documents into a single collection and share the entire group with one link. This is ideal for sharing document sets like investor packets, onboarding materials, or project portfolios.
What is a Workspace?
A workspace is a named collection of documents. Unlike folders (which are for personal organization), workspaces are designed for sharing. When you create a share link for a workspace, recipients get access to all documents in that workspace through a single viewer interface.
Key Differences: Folders vs. Workspaces
| Feature | Folders | Workspaces |
|---|---|---|
| Purpose | Personal organization | Sharing collections |
| Share links | Not supported | Full share link support |
| Analytics | Per-document only | Workspace-level analytics |
| Viewer experience | N/A | Multi-document viewer |
Creating a Workspace
- Navigate to Workspaces from the sidebar.
- Click Create Workspace.
- Enter a name and optional description.
- Click Create.
Your new workspace will appear in the workspace grid.
Workspace Grid
The main workspaces page displays all your workspaces as cards. Each card shows:
- Workspace name and description
- Document count — Number of documents in the workspace
- Share link count — Number of active share links
- Creation date — When the workspace was created
- Actions menu — View details or delete the workspace
Workspace Detail Page
Click on a workspace card to open its detail page. Here you can:
Manage Documents
- View documents — See all documents currently in the workspace.
- Add documents — Add existing documents from your library to the workspace. Documents can belong to multiple workspaces.
- Remove documents — Remove a document from the workspace without deleting it from your library.
Manage Share Links
Workspace share links work the same as document share links, with all the same configuration options:
- Access protection (password, email/WhatsApp verification)
- Permissions (download, notifications)
- Limits (expiration, max views, max users)
- Watermarks (text, placeholders, position, opacity)
Workspace Settings
- Name — Rename the workspace.
- Description — Update the workspace description.
- Delete — Permanently remove the workspace. This does not delete the documents themselves — they remain in your document library.
Workspace Analytics
View workspace-specific analytics from the Dashboard by selecting the workspace filter. This shows:
- Combined views across all documents in the workspace
- Activity broken down by individual documents or share links
- Session history for workspace viewers