Use the Workspace selector

Short summary

Use the Workspace selector to find, filter, and switch between Workspaces faster in the Business Portal.

When to use this feature

Use the Workspace selector when you want to:

• Switch to another Workspace.
• Search Workspaces by name.
• Filter Workspaces by Document type or status.
• Open a recently accessed Workspace.
• Add a new Workspace.

Step-by-step instructions

1. In the Business Portal, go to "Workspaces".

1. Click a workspace to open "Your workspaces".

!Screenshot: Open Workspace selector

1. Use the "Workspace" search field to search by Workspace name.

1. Select or clear Document type filters: "Proposals", "Agreements", "Presentations", or "Payment".

1. Hover over the filter icon to see "Filters". Click it to open "Workspace status", then select {{missing_data}}.

1. Choose a Workspace from "Recently accessed" or "All workspaces". The selected Workspace opens.

▶ Watch video: Select a Workspace

1. To create a new Workspace, click "+ Add workspace".

Notes & limitations

• "Recently accessed" shows up to 3 Workspaces.
• The current selected Workspace appears first in "Recently accessed".
• The "Selected" tag appears only in "Recently accessed".
• "All workspaces" remains visible below "Recently accessed".
• Workspaces can appear in both sections.
• Document type and status filters are saved for you in the current Company.
• Filters affect both "Recently accessed" and "All workspaces".
• If no Workspaces match the current filters, no empty-state message is shown.

Troubleshooting

Q: I do not see any Workspaces after filtering. What should I do?

A: Clear or change your search and filters. No message is shown when filters return no Workspaces.

Q: Why does the same Workspace appear in both sections?

A: This is expected. Recently accessed Workspaces can also appear in "All workspaces".

Q: Why do I only see "Selected" in "Recently accessed"?

A: The "Selected" tag is shown only in "Recently accessed".

Q: Why is "Welcome/Getting Started" not in "Recently accessed"?

A: It appears only when you have two or fewer previously accessed Workspaces that are different from "Welcome/Getting Started".