Dock

Workspaces explained

Customer workspaces for sales, onboarding, and renewals

Workspaces

Creating first workspace

Workspace best practices

How to navigate a Workspace and hide nav bars

Navigating Workspaces

Duplicating Workspaces

Connecting Dock Workspaces to share with clients

Connected Workspaces

Creating Workspaces

Workspace templates explained

Creating a Workspace Template

How to adjust the settings of your workspace template

Workspace Template Settings

Dynamic Variables

Page Templates

Synced Pages

Section Templates

How to add and edit synced sections across Workspaces

Synced Sections

Embed a dynamic variable to display your meeting calendar link

Dynamic Calendar Link

Templates

Workspace Automation

Automation rule to add in a "connected" workspace

Connected Workspace Automation

Automatically hide/show pages, sections, and tasks

Page, Section, & Task Automation

Automatically create workspaces and hide/show content

Automation

Editing Workspaces

How to navigate, create, and edit Pages in a Workspace

Creating pages

Pages

How to create Sections in a Template or Workspace

Creating Sections

Editing Sections

Text Editor

Section Design Panel

How to control what sections the end users see

Hiding/Showing Sections from the Shared View

Quick Tip: How to Rearrange Sections

Sections

Tables

Using contact cards to display teams in workspaces

Contact Cards

Security Profiles

Widgets

Embed Airtable

Embed Figma

Embed Google Data Studio

Embed Google Docs

Embed Google Slides

Embed Google Sheets

Embed Loom

Embed Vimeo

Embed Wistia

Embed Youtube

Embed Zoom

How to add a MS teams recording to a Workspace

Embed MS Teams Call Recordings

How to embed a Chorus snippet or use with Dock AI

Using Chorus in a Workspace

Google API Disclosure

Embeds

Publishing Workspaces

Configuring permissions when sharing a workspace

Workspace Permissions

Restricting access of pages in a Workspace

Control Access by Page

Downloading an entire workspace or page as a PDF

Workspace to PDF

How to make certain sections collaborative for your clients

Collaborative Sections

Sharing & Collaboration

Threads explained

Message Threads

Comment Threads

Threads

Intro to Project Management

How to create and customize the settings of Checklists in a Project Plan

Checklists & Tasks

How to create a Timeline as part of a Project Plan

Timelines

How to condense your checklists into one holistic view

Project plans

How to view and edit all tasks across workspaces

Global Task Management

How to configure relative start and due dates in Dock

Relative Start/Due Dates in Project Plans

Due Date Notifications

How to create and add a Project Plan template

Project Plan Templates

Custom Statuses in Project Plans

What sharing role configurations mean for project plan collaboration

"Sharing" Roles & Project Plans

Assigning project roles and how they impact your space

How to Leverage Project Roles as a User

How to create project roles and how they impact Dock

Managing Project Roles as an Admin

How to add or edit the start and end dates for a workspace

Key Dates for Workspaces

How to use workspaces for project management

Project Management

What are Order Forms?

Sales Order Forms

How to create and publish a price proposal

Building a Sales Quote

Generating an Order Form

How to use the price quote builder for tiered and volume pricing models

Building Tiered & Volume Price Quotes

How to Share a Card Pricing Option with Buyers

Pricing Cards

Using Order Forms as a Team Member

Configuring Order Forms Settings

Creating a product library for quotes and order forms (with examples)

Configuring Products & Pricing Models

Examples of per unit, flat fee, tiered and volume pricing models

Examples of Pricing Models

How to standardize the billing terms in Order Forms

Configuring Terms

How to configure the legal agreement around Order Forms

Configuring Standard Legal Terms

Syncing order form line items and PDFs from Dock to Salesforce

Order Forms & Salesforce Sync

How to sync order form PDFs and line items to HubSpot

Order Forms & HubSpot

Best Practice: Order Form & Price Quote Templates

Configuring Order Forms as an Admin

Sharing Order Forms

Signing Order Forms

How to cancel or edit an Order Form after it's published

Cancelling & Editing Order Forms

Signing & Sharing

How to set rules and approvers for order forms

Admin: Configuring Approval Rules

How to approve, decline, or comment on order forms as a rule approver

Rule Approvers: Responding to Requests

Submitting an order form for approval and adjusting if a request is declined

Approval Workflows as a Rep

Approval Rules

Workspace Settings

How to change or add additional owners to a workspace

Managing Owners of a Workspace

How to setup and use account mapping by Department, Level and Role

Account Mapping

How to add a custom code on the workspace or template level

Adding Custom Code to a Workspace

How to add your Intercom widget to workspaces

Adding Intercom to Dock

How to un-archive a workspace and make it active again

Quick Tip: How to Unarchive a Workspace

How to configure a custom legal notice for Workspace welcome page

Custom legal notice

Workspace Admin

How to create a new filter for viewing workspaces

Adding a Workspace (Project) View

Trends in Workspace Views

How to create, customize, and manage your saved views

Workspace Dashboard

Login

Request demo

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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.

Prototype invite-team answer

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

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

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Workspaces

Articles

Collections