Team workspace

One workspace for your team, and every company you run.

Invite colleagues with the right role, give your auditor read-only access, and keep each business separate under one login.

Roles

Roles that fit how you work.

Owner

Can do everything, and can’t be removed.

Admin

Can do everything, including settings and managing users.

Member

Creates and sends documents, and builds forms and templates.

Viewer

Sees everything and changes nothing. It suits auditors, managers and accountants.

People and companies

Simple to run.

Several companies, one login

Run a separate workspace for each business, brand or client and switch from the menu. Documents, forms, templates and settings stay separate.

Invite by email

Up to 5 people at a time and up to 25 per company. Invitations stay open for 14 days and can be resent or revoked.

Access history kept

Removed and revoked access is recorded, never erased, so you can see who had access.

Comfortable to use

Dark mode, compact or roomy density, and a layout that works on phones.

FAQ

Questions people ask

Can my accountant see documents without changing them?
Yes. The Viewer role sees every document, form and record and changes nothing.
Can I run several companies?
Yes. Create one Documentas company per business and switch between them from the menu. Each company has its own documents, templates, settings and people.
How many people can I invite?
Up to 25 people per company, invited up to 5 at a time.
What happens when I remove someone?
They no longer have access to that company, and the removal is recorded, never erased, so you can see who had access.
Book a walkthrough

See it with your own documents.

Book a 15-minute walkthrough and we’ll set up your first form or signing flow with you.

A 15-minute video call. Bring the form or contract you use today.