Workspaces Category

A workspace is a collaborative space for sharing documents and managing workflows. A workspace has a single owner who must be a DocuSign user. The owner can invite others to the workspace as collaborators. Individuals who are not DocuSign users must create a DocuSign account to join a workspace as a collaborator.

You can create an envelope directly from a workspace.

Workspaces store the following information:

• Files: Files uploaded to a workspace for storage or reuse.
• Documents: A document is a component of a transaction, template, or workspace. When a file is added to a transaction, template, or workspace, it is copied as a document. Each document in a workspace has a single owner.
• Templates: A set of documents that you can use to create a transaction or a workspace.
• Transactions: A transaction is a series of workflow events related to one or more documents. These events route the documents to one or more individuals for the purposes of doing business. Each transaction has a single owner (the sender).

Note: Documents in a template are not individually listed as files.