Dock

A high-level explanation of Workspaces and common use cases

What are Workspaces?

How to edit your email notification settings

Dock Notification Settings

Workspaces

Creating Workspaces

How to navigate a Workspace and hide nav bars

Navigating Workspaces Internally

Workspace Settings

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

Key Dates for Workspaces

How to change or add additional owners to a workspace

Managing Owners of a Workspace

Duplicating Workspaces

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

Pages in a Workspace

How to create Sections in a Template or Workspace

Creating Sections

Editing Sections

Using contact cards to display teams in workspaces

Contact Cards

How to make certain sections collaborative for your clients

Real-Time Collaboration

Connecting Dock Workspaces to share with clients

Connected Workspaces

Assigning project roles and how they impact your space

How to Leverage Project Roles as a User

How to control what sections the end users see

Hiding/Showing Sections from the Shared View

Text Editor

Video Tutorial: Updating Logos in a Workspace

Quick Tip: How to Rearrange Sections

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

Quick Tip: How to Unarchive a Workspace

Section Design Panel

Tables in Dock

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

Account Mapping

Creating and Editing Workspaces

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

Embedded Content

How to share a Workspace and Workspace settings

Sharing Workspaces

Publishing Workspaces

Configuring roles & permissions when sharing a workspace

Workspace Roles

Share settings: restricting access of pages in a Workspace

Control Access by Page

Downloading an entire workspace or page as a PDF

Workspace to PDF

Comment Threads

Message Threads

How to comment and message within a space

Communicating within a Shared Workspace

How to create a new filter for viewing workspaces

Adding a Workspace View

Trends in Workspace Views

How to create, customize, and manage your saved views

Workspace Dashboard Views

What are Templates?

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

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 create project roles and how they impact Dock

Managing Project Roles as an Admin

Explaining usage limits in Dock's free plan

How Dock's Free Plan Works

Admin

Automation Rules for Creating Spaces

Automation rule to add in a "connected" workspace

Connected Workspace Automation

Automatically hide/show pages, sections, and tasks

Automation Rules within a Workspace

Automatically create workspaces and hide/show content

Automation

Find answers and get help from Intercom Support and Community Experts

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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.

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

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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.