What is a Workspace?

Workspaces allow you to ensure the confidentiality of documents between your users or reflect the organization of your company (departments, subsidiaries, agencies...).

A Workspace can only be created on the application by users with theOwner role as detailed in this step-by-step guide.

On the application, only users added to a Workspace can access the Signature Requests stored in this Workspace.

Associate a Signature Request to a Workspace

When you create a Signature Request, two options are available:

• You create a Signature Request without specifying the Workspace.
• You create a Signature Request in a specific Workspace.

Create a Signature Request without specifying the Workspace

{
    "name": "A new Signature Request created without specifying a Workspace",
    "delivery_mode": "email",
    "timezone": "Europe/Paris",
}

In this case, the Signature Request will be stored in the oldest active workspace. This is usually the default workspace created when you create your account.

Create a Signature Request in a specific Workspace

{
    "name": "A new Signature Request created in a specific Workspace",
    "delivery_mode": "email",
    "timezone": "Europe/Paris",
    "workspace_id":"05fcb9e6-f153-4134-8967-eb39b6d02104"
}

In this case, the Signature Request will be stored in the Workspace with the id 05fcb9e6-f153-4134-8967-eb39b6d02104.

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Be careful when adding Signers to a Signature Request.

• As detailed in this page, Signers can be created from scratch, from a Contact, or from a User.
• If you add a Signer from a Contact or an User, they should already be in the same Workspace.

How can I retrieve theworkspace_id?

1. Log in to the application using the owner account.
2. Go to this page : https://yousign.app/auth/settings/workspaces
3. Click on a Workspace
4. Copy the workspace_id from the URL as shown below