Docs

Organizing your documents in Bounsel is a breeze! Whether you’re tidying up your workspace or reallocating files for better access, moving documents to the appropriate folders can help keep your projects streamlined and efficient. Here’s a step-by-step guide to help you smoothly transfer your documents. Don’t worry, it’s as easy as pie! 🥧 First things […]

Organizing your documents is essential for maintaining efficiency and clarity in your work. Bounsel makes it straightforward to create folders, helping you to categorize and manage your files effectively. Follow these direct steps to create a new folder, ensuring your documents are perfectly organized. First, head to Bounsel Docs. This is where all your document […]

Need to view or edit a document but don’t have access? Don’t worry! Requesting access is a breeze with these simple steps. Follow along, and you’ll have access in no time. 🚀 First, head over to Bounsel Docs. This is where all the magic happens! Scroll through the list or use the search function to […]

 Discovering your workspace ID in Bounsel is straightforward and essential for certain integrations or support scenarios. Here’s how to quickly find this crucial piece of information within your workspace settings. Start your journey by navigating to template section after logging in. Where you can manage and customize your templates. 🌐 Next, access the pop-up menu […]

Evolving projects or team dynamics often necessitate a change in your digital workspace. Bounsel makes transitioning between workspaces effortless, allowing you to switch contexts or projects without skipping a beat. Here’s a concise guide to changing your workspace in Bounsel. When you are logged in and directed to the template section, you’re in the perfect […]

Customizing your Bounsel workspace with your brand’s logo and colors not only enhances its visual appeal but also aligns your digital environment with your brand identity. Here’s how to inject a bit of personality into your workspace with just a few clicks. When you are logged in you will be directed to the template section […]

Understanding team roles is essential for efficient workspace management in Bounsel. Here’s a quick overview of the different roles available and what each one entails, ensuring your team operates seamlessly. Administrator: The Workspace Pilot 🚀 Administrators have the highest level of control, managing account settings, members, integrations, and more. They ensure the workspace sails smoothly, […]

Building a collaborative workspace in Bounsel is a breeze, especially when it comes to adding new team members to your workspace. Here’s how you can grow your team efficiently and ensure everyone is on board for a seamless collaboration experience. 🚀👥 First, navigate to your profile icon located in the bottom left corner and click […]

Navigating Bounsel’s landscape is akin to embarking on an urban adventure through a metropolis brimming with possibilities. To turn you into a savvy explorer of this digital city, we’ve mapped out the key terms you’ll encounter. These signposts are designed to illuminate your path, ensuring you wield Bounsel’s capabilities with the finesse of a seasoned […]