Team Collaboration

Keep teams aligned
around every
document workflow

Collaborate on approvals, agreements, onboarding, and operational workflows from one shared workspace.

  • REST APIs
  • Webhooks
  • Secure Authentication
  • Developer ready

HR Workspace

Shared with 5 collaborators

RSMCAL
  • Legal NDA - Acme

    Owner: Riya Shah

    In review
  • Vendor Agreement - FY26

    Owner: Michael Chen

    Pending approval
  • Policy Acknowledgement

    Owner: HR Team

    Completed

Trusted by smooth teams worldwide

Acme
Layer
Sphere
Clarity
Pulse
NovaTech
Shared Workspace

Bring document workflows into one shared workspace

Keep approvals, templates, activity, and operational workflows visible across your organization.

Workspace interface

Live updates enabled

Centralized collaboration surface for approvals, review ownership, and workflow movement.

  • Active documents

    Cross-team queue

    24 live
  • Recent approvals

    Manager + Legal

    9 in last hour
  • Assigned reviewers

    Operations workspace

    12 members
  • Pending workflows

    Awaiting next action

    7 pending

Team avatars

Quick visibility into owners, reviewers, and signers.

18 active collaborators

Workspace tabs

Documents, approvals, templates, and archives in one view.

6 configured tabs

Activity feed

Real-time updates for stage changes and approvals.

42 updates today

Workflow states

Track pending, in-review, approved, and completed steps.

94% completion rate

Team Activity

See what's moving, pending, or completed

Track document progress, approvals, and team activity in real time without scattered communication.

21

Active workflows

across teams

9

Pending approvals

need attention

47

Team activity

events today

14

Recent completions

last 24h

Live activity timeline

  • Sarah approved Vendor Agreement

    Legal team2m ago

  • Finance review completed

    Finance team14m ago

  • Offer Letter signed

    HR workspace32m ago

  • Vendor packet reassigned

    Operations49m ago

Team pulse

6 workflows changed stage in the last hour

Visibility coverage: 82%

Approval Collaboration

Coordinate approvals across departments

Assign reviewers, collect approvals, and keep workflows moving across HR, finance, legal, and operations.

Approval board

Teams collaborate in shared lanes so every approval step has clear ownership.

Needs review

  • Vendor agreement

    Assigned reviewer · Sarah Lee

  • Pricing policy

    Assigned reviewer · Finance

In progress

  • MSA update

    Review status · Legal in progress

  • Procurement flow

    Approval queue · 2 pending

Completed

  • Offer packet

    Completion tracking · archived

  • NDA renewal

    Completion tracking · signed

28

Shared approvals

this week

12

Sequential reviews

active chains

5

Team coordination

departments

94%

Workflow visibility

coverage

Comments & Coordination

Keep discussions connected to documents

Review documents, coordinate approvals, and maintain operational clarity directly within the workflow.

Document discussion thread

Comments stay attached to exact clauses and approval checkpoints.

  • Comment added on clause 3

    Riya Patel · 2m ago

  • @finance please review payment terms

    Alex Morgan · 5m ago

  • Approval note: route to legal next

    Sarah Lee · 11m ago

  • Internal discussion resolved

    Legal team · 16m ago

Workspace Organization

Organize workflows by workspace and team

Separate operational workflows across departments while maintaining centralized visibility and control.

Workspace structure map

Organize teams into dedicated workspaces while preserving shared control.

  • HR workspace12 active workflows
  • Legal workspace8 contract reviews
  • Finance workspace6 approval queues
  • Operations workspace10 process flows

Shared templates

36

Team access

54 users

Workspace activity

118 updates

Operational structure

RBAC enabled

Audit & Accountability

Track every action across your organization

Maintain complete activity history for approvals, document changes, reviews, and workflow progress.

Audit progression

Created

10:02 AM

Assigned

10:05 AM

Reviewed

10:14 AM

Approved

10:20 AM

Completed

10:24 AM

Audit history

100% retained

Team visibility

Live by workspace

Secure activity logs

Encrypted records

Workflow accountability

Actor-based trace

Use Cases

Built for collaborative operational workflows

HR onboarding

Offer letters, onboarding checks, and internal reviewers.

68% faster

Legal approvals

Contract routing, clause review, and legal approvals.

57% faster

Procurement reviews

Vendor reviews, procurement checks, and multi-step sign-off.

71% faster

Sales agreements

Deal approvals, handoffs, and external signer workflows.

49% faster

Finance approvals

Budget sign-offs, payment approvals, and audit tracking.

62% faster

Collaborative Workflows

Keep document workflows aligned across your organization

Collaborate on approvals, agreements, and operational workflows from one organized workspace.

54

active collaborators

42

completed this week

9

pending approvals

94%

workflow visibility