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.