Using Spaces and Folders in Papersign

You can use Spaces and Folders in Papersign to better organize your documents and manage access across your team.

Using Spaces

Think of a Space as a home for documents. Each Space can be set with rules for who in your team can view or make changes to documents inside.

You will find your Spaces along the left sidebar of the Papersign Dashboard. When you select a Space, the Search Bar and Status Buttons only apply to documents inside the Space. Global Search can be used to look across all the Spaces you have access to.

Depending on your permissions, you should see the following spaces by default:

• My Dashboard is a personal space that houses the documents you own, which do not already belong in another Space.
• My Team Dashboard is a shared space accessible to Papersign Admins that houses documents of all team members. To view a team member's documents, select their name from the "Owner" dropdown located below the Status Buttons.

Can I add a new Space?

The ability to set up your own spaces is where this feature really shines.

To add a Space:

1. Click "New Space" on the left sidebar of the Papersign Dashboard.
2. Enter a name for your new space and click "Add".
3. (Optional) To share a Space with your team, click the three dots (⋮) next to the Space and select "Share with…" then set the desired permissions.

Who can see my Spaces?

By default, a Space is personal until shared. When you set sharing permissions, you can:

• Share with everyone on your team: This will grant your team full access to the space.
• Share with specific members of the team: For each member, you can grant "Full Access" or "Read-Only" permissions.

You can set sharing permissions by clicking the three dots (⋮) → "Share with..." next to the Space. Once shared, a team member will see the Space on their Papersign Dashboard, and documents within will appear in Global Search.

Using Folders

If Spaces are the home for documents, Folders are the rooms they can be sorted into. They inherit the permissions of the Space they're in and can be nested inside one another.

To add a Folder:

1. Select a Space (or existing Folder) where you would like to add the new folder.
2. Click "Add a Folder" at the top of the Dashboard.
3. Type in a name for the new folder and click "Add".

How do I move a document?

Moving to a Folder

When moving a document to a Folder in the same Space, click and drag the document over the Folder until it becomes highlighted.

Moving to another Space

When moving a document out of one Space and into another:

1. Click the three dots (⋮) to the right of the Document Name, and select “Move…”.

   

2. From the content map, select the desired Space or Folder. You may need to expand the map by clicking the right-facing arrow next to the Space or Folder name to see the levels below it.

   

3. Once you’ve selected a location, click “Move to Location Name” to confirm.

4. (Optional) Click on the button on the success notification pop-up to navigate to the document’s new location.