Getting started with your Workspace

1. Get your folder structure ready

Every project begins with a data collection. There are three different ways to build a collection: 

1. Use a template (existing or new)

2. Upload folder structure

3. Create a list manually

If you want learn more about these options, visit this article. 

2. Invite your team to your Workspace

Workspace has two types of roles: Admins and Guests. Visit Managing users in Workspace to learn more about it.

3. Setting up your collaboration workflow

• Distribute the work among your Admins and Guests. You can assign folders/tasks to work as efficiently as possible.

• Perform and complete tasks. You and your team can communicate and work on the tasks to complete the data collection. Visit Actions on files and folders to learn more about how to perform and complete tasks.

• Track the progress of your project. Your team can change the status of their tasks to keep everyone updated about the progress.

• Review tasks and lock folders. Once a task has been reviewed and set to done, lock the top-level folder to avoid modifications. Be aware that only Admins can perform this action.

4. Export your data collection to a Vault

When the data collection is ready, Admins can export their data collection to a Vault where they can swiftly kick start their due diligence.