Veratrak

Learn how to filter the workspace list by status, workspace name, and custom fields

How to Search & Manage the Workspace List

Learn how to edit which of the Custom Fields will be displayed on your Workspace List page in the Veratrak platform

How to Edit Your Workspace List Custom Field Columns

Learn how to use task notifications to navigate to the relevant active step in the Veratrak platform

Task Notifications

Learn how to upload a document in the Veratrak platform

How to Upload a Document

Learn how to review a document in the Veratrak platform, and either approve or reject it.

How to Approve a Document

Learn how to download or view a document that has been uploaded in the Veratrak platform.

How to Download/View a Document

Learn how to review a document in the Veratrak platform, and either accept or decline it.

How to Review a Document

The Bulk Archive feature allows you to archive multiple workspaces at once, streamlining the process and saving time.

‘Bulk Archive’ User Guide

Heléna Kattenhorn

Workspaces

Veratrak.com

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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