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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.

Prototype getting-started answer

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

Prototype integrations answer

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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Create your account and invite the first people to your workspace.

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English

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

Sections

Widgets

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Publishing Workspaces

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Control Access by Page

Workspace to PDF

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Relative Start/Due Dates in Project Plans

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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

What are Order Forms?

Sales Order Forms

Using Order Forms as a Team Member

Configuring Order Forms as an Admin

Signing & Sharing

Approval Rules

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

Library explained

Library

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Google Drive Sync

Microsoft Sharepoint Sync

RSS Feeds

Adding content

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Library Views

Archiving assets

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Library Settings

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Learning explained

Learning

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Pathways

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Creating Playbooks

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Import SCORM

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Tips for Chatting with Agents

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