What Is Workspaces?
Create multiple workspaces within your BoloSign account to separate documents, templates, and team members by department, client, project, or business unit. Switch between workspaces with one click. Each workspace has its own documents, templates, branding settings, and team members - keeping everything organised and ensuring the right people see only what they need to see.
How Does Workspaces Work?
Go to Settings -> Workspaces -> Create Workspace. Name it (e.g., 'Sales Team', 'Client A', 'Legal Department'). Add team members to each workspace. Each workspace has its own document library, template library, and branding settings. Switch between workspaces from the top navigation dropdown. Documents created in one workspace are not visible in others unless shared explicitly.
How Teams Use Workspaces
Agencies managing documents for multiple clients
Companies with separate departments needing isolated document libraries
Franchise businesses with separate workspaces per location
Consultants separating personal and client work
Multi-brand businesses with different branding per workspace
Why BoloSign's Workspaces Is Different
Most platforms offer one flat workspace. BoloSign's multi-workspace feature lets you isolate environments per client, department, or brand.
Pro Tips
Start by identifying your highest-volume document type - that is where Workspaces will save the most time.
Combine Workspaces with reusable templates for maximum efficiency.
Connect Google Sheets alongside Workspaces for real-time tracking.
Test Workspaces during the 7-day free trial with real documents.
Need a custom requirement? Contact BoloSign - custom features ship within 1 week.
Watch BoloSign in Action
See how easy it is to use Workspaces
Frequently Asked Questions
Everything you need to know about Workspaces
Related Features
Ready to try Workspaces?
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