How do I add a Team to my Workspace?

Important

This article is about a feature available in Attorney accounts only.

Invite a Team

You can add a team to your workspace by sending an invitation. If the person is already a Clerky user, they will be prompted to choose which team they want to add to your workspace.

1
Click Manage in the main navigation at the top of the page.
Accessing Workspace Manager from the navigation bar
You can add a collaborator to a team in the Teams section of your Workspace Manager.
Teams section
2
Click the Add menu and select Invite Someone.
Select Invite Someone
3
Enter the person's email address.
4
Below the email address text field, there is a switch that controls whether the invitee will be prompted to use a specific template when they accept your invitation.
For example, if your client needs to incorporate, you can select an incorporation template. To select a template, first choose the template category, then select the appropriate template.
By default, this switch is set to Yes. You can click the switch to change it to No, to send an invitation that does not prompt the invitee to use a template.
5
Click Send Invitation.

Invite Someone dialog
The invitee will appear in your Teams list with a Pending Invite status until they have accepted the invitation. If you need to, you can resend the invitation through the More menu.

When the invitee accepts your invitation, they will be prompted to select a team to add to your workspace. Once they do this, that team will appear in your Teams list. If the invitee does not have any teams (typically because they haven't done anything on Clerky yet), they will appear in your Teams list with a Pending Team status. Once they complete paperwork on Clerky on behalf of their company, our software will automatically create a team for the company and add it to your workspace.

Manually Create a New Team

You can also manually create a team that you can then invite people to. If the Delaware corporation already exists, one advantage to this approach is that you can make sure the team name is the exact legal name of the corporation.

1
Click Manage in the navigation on the left at the top of the page.
Accessing Workspace Manager from the navigation bar
Click the link to go to the Teams section of your Workspace Manager.
Teams section
2
Click the Add button and then select Create New Team from the menu.
Select Create New Team
3
Enter the name of the team you'd like to create. This should be the legal name of the Delaware corporation. Next, click the Add Team button.
Click Create Team button
Once you've added the team they will appear in the Teams list. You can find the option to edit the team name or remove the team by clicking on the More menu.
Edit Team dialog
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