WorkOS
Documents
Create documents and share them with your clients.
What the Client portal is and how the recipient of a document uses it
The separate site where your clients view, download and approve your documents.
How to create a document and link it to a project or company
Create a document from Documents or from a record, then link it to a project, a company or other people on your team.
Types, statuses and Kanban: how to organize your documents
Change a document's type and status, switch between List and Kanban, and manage the list of types.
How to edit the content of a document
Write, format and reorder the content of a document, and add file attachments.
Template and PDF of a document: how it is generated and downloaded
Download a document as a PDF with your brand's cover, header and footer, and understand how the template is applied.
How to share a document with a client
Send a contact the link to a document or copy it yourself, and check who has access to the portal.
How to create or redo a document from a file with AI
Upload a PDF, Word, Excel or PowerPoint file and let the AI write the document, or regenerate the content of an existing one.
If a document was shared with you from WorkOS
Guides for the person receiving a document: you do not need a WorkOS account.
If a document was shared with you from WorkOS: how to sign in
To open the document you only need your email and a single-use code. You don't need to create an account or a password.
If a document was shared with you from WorkOS: view and download it
Read the document, download it as a PDF and find your other shared documents from the portal Desktop.
If a document was shared with you from WorkOS: approve or sign it
What data the approval asks for, what gets recorded and what appears in the document when you approve it.
Signed documents: locking, seal and signature verification
What happens to a document when it is signed, why it can no longer be edited and how to check the signature record and that a PDF is the original.
Private documents: only for you and your participants
How to mark a document as private, who can see it, what participants can do and what its limits are.
Sharing attachments with the client (the lock)
Unlock an attachment so the contact can download it from the Attachments area of their client portal.