Creating a new Space
Users can create Spaces by going to the Spaces tab available to any Standard, Finance, or Enterprise user.
Steps to create a Space
1. Select Create new Space.
2. Choose an associated account and name for the Space.
3. Select all of the Space options such as:
- Require an email address
- Allow downloading
- Set expiration date
- Passcode protect
4. Choose or upload existing content to add to your Space.
Note: Mail Merge does not work with Spaces at this time.
Configuring Space Settings
Owners, admins, and Collaborators of a Space can manage the Space settings by accessing the options menu at the top right of the Space. Individual document permissions, such as requiring a passcode or email to view, are not configurable if the document is in a Space.
Visit our help center section on Spaces to learn more.