Workspace: Overview

Workspace: Overview

What you can do: Add Notes and Create Documents

Once everything is set up, the Workspace is the area where you will spend 99% of your time. It is where you create/add notes, manage and search your notes, and send/download documents. 


In the top right corner there is your user info: workspace name, user's initials, "Sign Out" and "Help" buttons. 

Note: Most users only have one workspace. 

The green "Lightning" button net to user info is Quick Capture feature. This allows you to quickly add a note and assign it to a contact without having to go through the contact selection process beforehand. 

Getting Started in the Workspace

To start, first, you need to select a Contact. You can do this by selecting "Workspace" from the bar on the left, and typing in your Contact's name in the middle. These contacts are automatically pulled from your connected CRM, or imported manually. 

When you pick up the Contact, you get to the Actions Screen. These are your currently available actions. Click "Select" on the action you wish to pursue. 

1. The "Create and Review Agenda" card will take you to the full workspace. On the top right you can see that the event has been auto-selected to be the next meeting scheduled with the Contact. 

On the left are any notes you have entered, or will enter in the future.

On the bottom right is the document template that will update automatically as notes are added on the left. A default Agenda template will be preselected, and all notes you add (new or from Library) will be automatically tagged as Agenda.

2. The "Create and Review Summary" card will take you to the workspace with the last meeting you had with the Contact selected. There you can add notes and send out a follow-up, similar to the Agenda screen. 

A default summary template will be preselected, and all notes you add (new or from Library) will be automatically tagged as Summary.

3. The "Add or Review Notes" card will take you to the Quick Notes (which are not related to any events) and all events you have for this Contact. There you can add notes and send out documents without being tied to an event.

4. The "Search All Notes" card will show you all notes you have ever entered into this Contact's record. There you can filter and search notes

5. In "Past Communications" you can find all documents that have been emailed or printed, or saved as PDF. 


  1. You can transfer notes out of Quick Notes into events by selecting the transfer Action on the note. 
  2. Quick Capture is not same as Quick Notes.
    1. With Quick Capture, you can enter a note first, and then select where to save it.
    2. Quick Notes are under the Client's record, but not organized under particular meetings. 

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