Getting started
Accept a workspace invitation
Join a team workspace from an invitation email, accept from the Workspace menu, or decline.
4 min read
A workspace invitation lets you join a team's envelopes and templates without creating a separate company account. The path depends on whether you already have a WoltSign login.
What the invitation email contains
The email includes a link with an invitation token. Clicking it opens WoltSign with the invitation context attached. New users go to registration. Existing users go to sign in. Keep the link private; it grants access to the named workspace.
Accept the invitation to join the workspace and start sending envelopes.
Accept invitationNew users: register, then join automatically
If you do not have an account, the link takes you through registration. Complete the three signup steps. When registration finishes, WoltSign accepts the invitation and adds you to the workspace. You land on the Dashboard with that workspace selected.
Existing users: sign in and accept
Sign in with the email that received the invite. You can accept from the Workspace dropdown when a pending invitation badge appears, or open Users & Invitations and accept from the Pending Invitations panel.
Switch between owned and shared workspaces
The Workspace dropdown lists workspaces you created and workspaces you joined. Select one to switch context. Envelopes, templates, and users shown in the sidebar belong to the active workspace only.
Decline an invitation
From Pending Invitations, choose decline if you received the invite by mistake. You can ask the owner to send a fresh invite later from Invite users to your workspace.
After you accept
You see the same sidebar as other members: Dashboard, Envelopes, Templates, Integrations, and Users & Invitations. Your permissions depend on the role the owner assigned. Only owners can invite additional users.
FAQ
Frequently asked questions
Short answers to the questions teams ask most often about this topic.
Do I need a WoltSign account before I accept?
If you already have an account, sign in and accept from the Workspace menu or Users & Invitations. If you are new, register first; the invitation can auto-accept when you complete signup with the invite link.
Can I decline an invitation?
Yes. From the pending invitation list you can decline. The workspace owner sees the invitation leave the pending panel.
How do I switch between workspaces?
Open the Workspace dropdown in the header. Select any workspace you own or were invited to. Your envelopes and templates stay scoped to the active workspace.
What if my invite link expired?
Ask the workspace owner to send a new invitation from Users & Invitations. Only workspace owners can invite users.
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Still need help?
Contact support or read the developer documentation.