Getting started

1 Create your account

The first time Docsroom opens it asks for your name, email and a password of at least ten characters. That first account owns the organisation: it is an admin, and nobody can change its role or remove it. Invite the rest of the team from Team, under Manage in the left-hand rail, afterwards.

Email addresslaura@rennickvale.co.uk

Two-factor authentication is asked for after this, if you have turned it on.

Two-factor, if it is onan app or a recovery code
Forgotten your passworda reset is emailed

2 Add a request pack

Request packs, under Search at the top of the rail, is where Docsroom opens. Choose Add request pack. Under Start with, keep Blank request pack or pick a template. The question Who is this request pack for? takes a name: a business, a family, a new starter, a legal matter or a deal. Pack name is the job, such as Move-in, Right to work or Year-end, and the dialog shows what the whole pack will be called. Open Add a contact · optional to add the first person and their email, then Create request pack.

That adds the name to Businesses and people as well as creating the pack. What kind it is (Business, Family, Employee, Legal matter, Deal or Other) can be changed later under Type on its Details tab.

3 Add the people

Pack options, the dots menu at the top of the pack, has Details, which opens the page for the business or person the pack is for. There, the People answering tab has Add person, which takes a name, an email and a field headed Role or job title · optional, such as tenant, director or new starter. You assign requests to these people, and each of them gets their own link. Once a request is assigned to someone, they are listed on the pack’s own Team tab as well.

4 Add the requests

Back in the pack, add sections, then requests. For each request give a short title for the list, the full ask, and optionally why it matters, a needed-by date and a priority. Assign it to a person.

Your first pack · Brennan family

UploadPension statementsClaire Brennan
UploadDeeds for the houseMartin Brennan
UploadCar insuranceRuth Brennan

Add a request

5 Send it

A new pack is a draft, and a draft goes nowhere on its own. Send pack, at the top of the pack, lists everyone with an unfinished request and an email address, and the pack’s coordinators. Nobody is ticked: tick the people to email, or the box at the top for everyone, and see the email before it goes. Sending makes the pack active. Requests with nobody assigned are left out, and it says how many.

If you would rather not send email at all, open the actions beside a person on the pack’s Team tab and choose Create link, then pass the link on however you already talk to them. See Sending requests.

Once there is more than a handful of packs, Search at the top of the rail, or Cmd+K from any page, finds a request pack, request, business or person, file or template by name; see Search.

Try it on yourself. Add yourself as a person on a pack with your own email and send yourself one request. You will see exactly what the other side sees, and your reply lands back in the pack.

Until your organisation is set up, Settings, then Tools & setup, has a Setup checklist saying how far through you are, with a link to each step.

A second pack for the same business or person

Open the business or person, with Details under Pack options or by searching for the name, and on its Request packs tab choose Add request pack. The new pack sits beside the first, with the same people to hand, and each pack stands on its own with its own requests and its own Team tab.

Bringing a list of businesses and people in

The whole list is Businesses and people, at /workspaces in the app. Open the dots menu beside its Filters button and choose Import from a CSV. It takes a CSV from your existing system: one row for each business or person, with a heading row, up to 500 at a time. A Name column is the only one needed; a reference or company number, a type (business, family, employee, matter or deal), a contact name, their email and their role are picked up when present. Each row is added with you as its owner and the contact as the first person answering. Names already in Docsroom are skipped, so you can import the same list again safely.

Adding a whole list of requests at once

When you already have the list, open Pack options, choose Add several requests and paste it in, one request per line. Each line becomes a request in that section, in the order you wrote it, all of the same kind and for the same person. Open any of them afterwards to add wording, a needed-by date or a form.

Notes for your team

The Notes tab on a business or person, headed Team notes, is for the things only your side sees: who is away, when to chase, what was agreed on the phone. Write one under New note and press Add note; Pin keeps it at the top. The person who wrote a note can remove it. Notes are searchable, so a note about who to chase is one search away.

Who looks after it

Every business or person names an owner on your team, the one responsible for its request packs. It is you when you add it, and it can be changed under Managed by, in Ownership & status on its Details tab. On Businesses and people, the tabs at the top switch between Everyone and Mine, and inside Filters the Owner list adds Unassigned for the ones still to be picked up, and each colleague by name. Request packs has an Owner filter too.