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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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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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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

Publishing Workspaces

Workspace Permissions

Control Access by Page

Workspace to PDF

Message Threads

Comment Threads

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Global Task Management

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

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

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Viewing Content as an End User

Library

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Slide Templates

Slide Presentations

Customizing Slide Templates: GSlides

Customizing Slide Templates: PowerPoint

Slides

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Playbooks explained

Creating Playbooks

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Playbooks

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Access Rules for Reps in Dock

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