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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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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Getting Started

Navigating the "Home" Page

What are Workspaces?

Creating Workspaces

Sharing Workspaces

Adding Library Content to Workspaces

Chatting with Dock AI as a Rep

Dock Notification Settings

Using the Dock Chrome Extension

For Reps

Workspaces explained

Workspaces

Creating first workspace

Workspace best practices

Navigating Workspaces

Duplicating Workspaces

Connected Workspaces

Templates

Automation

Editing Workspaces

Pages

Widgets

Embeds

Publishing Workspaces

Workspace Permissions

Control Access by Page

Workspace to PDF

Message Threads

Comment Threads

Collaborative Sections

Sharing & Collaboration

Intro to Project Management

Checklists & Tasks

Timelines

Project plans

Global Task Management

Relative Start/Due Dates in Project Plans

Due Date Notifications

Project Plan Templates

Custom Statuses in Project Plans

"Sharing" Roles & Project Plans

How to Leverage Project Roles as a User

Managing Project Roles as an Admin

Key Dates for Workspaces

Project Management

Workspace Settings

Managing Owners of a Workspace

Account Mapping

Adding Custom Code to a Workspace

Adding Intercom to Dock

Quick Tip: How to Unarchive a Workspace

Workspace Admin

Workspace Dashboard Views

Intro to Content Management

Content Management

Library Settings

Organizing Content in the Library (Views & Tags)

Adding New Content to the Library

Importing Content from Google Drive

Import Content from Microsoft SharePoint

RSS Feeds and the Dock Library

Archiving Assets in the Content Library

Managing Your Content Lifecycle

Library Views

Content Analytics

Viewing Content as an End User

Library

What are Slides?

Slide Templates

Slide Presentations

Customizing Slide Templates: GSlides

Customizing Slide Templates: PowerPoint

Slides

Learning

Playbooks explained

Creating Playbooks

Sharing a Playbook

Managing Playbooks

Playbooks

Courses explained

Creating a Course

Administering a Course

Certifications in a Course

SCORM Files & Dock Courses

Courses

What is Practice?

Practicing with AI Roleplays

Learning with AI Tutors

Setting Up AI Roleplays

Setting Up AI Tutors

Practice

Customizing "Home"

Admin

User Roles and Permissions

Teams

SAML SSO

Configuring SCIM Provisioning

Access Rules for Reps in Dock

User Management

Custom Branding

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Custom Domains

White-Label Dock Email Notifications

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Reports in Dock

Client Engagement Report

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