Zegal

How to move documents to different folders?

How to set contract expiry dates?

How to create local folders?

Document Statuses in the "All Documents" Tab

How to restore deleted documents?

How to delete a document?

How to Bulk Delete Documents

How to share folder with your team members?

How to create Teams?

How to share documents with Teams?

Managing your Teams: Update, Rename, or Delete

About Teams

How to Set Default Team?

Sriyanka Nakarmi

Anisha Dahal

Sambridhi Bimali

Document Management

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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