Spaces and chats overview
Spaces facilitate structured formal collaboration on SignSpace around any topic, idea, subject, project, or workflow. Spaces are used to document discussions, negotiations or decision making process, which can be finalized by electronic document signing.
Spaces consist of a flow of different activities:
- Text message
- Text message with file attachments
- Task - contains a form for entering a title, description and assignees
- Signing request - contains a form for entering a contract name, description, files for signing and signatories
When you get email notifications (for instance to join a space or to sign a document), most of them lead to some activity on one of the spaces.
Each activity appears as a separate white block in the flow of the space. Use these activities, to create custom workflows based on your organization needs.
This is a space:
It is the widest block on SignSpace screen:
Activities may be listed in one level flow, but it is also possible to use separate branches and multiple levels in the same space.
Separate branches in the space are created, if you reply inline to a specific message.
Multiple levels in a branch start to be visible, if there are replies to a specific reply.
Chat is a communication channel, separate from spaces. All of the informal private communication on SignSpace happens in chats. You can have instant private conversations for a quick brainstorm or information exchange quickly without overloading spaces with detailed information.
As spaces have a flow of activities (messages, signing requests, tasks), chats have a flow of messages. One easy way to distinguish between a space and a chat is to notice that each space activity is a separate white block, while all chat messages are located on a unified white background. Messages are listed on one flat flow without branches or levels.
This is a chat:
Individuals or groups can participate in chats. To ensure privacy, once a chat is started, new participants cannot be added to the chat.
Navigating and searching spaces and chats
All your spaces and chats are listed in the Home list. The list may have one of the two formats: grouped by space/chat or ungrouped.
When Home folder is selected on the sidebar, the list is grouped by space/chat:
When other sidebar folders are selected (for instance Received, Sent, Starred), the list shows each activity or message separately in an email inbox format.
The list always has a search bar at the top. Type a keyword and click Enter to search in spaces and chats.
The list is marked by attention indicators for your convenience:
- A grey dot means there is a new unread activity. This indicator will disappear once you read the activity.
- A blue dot means there is a new unread activity that is of importance to you. For instance, you have been mentioned by your name, or there is a reply to one of your earlier activities. This indicator will disappear once you read the activity.
- A yellow dot or a yellow vertical line (depending if you are in the grouped or ungrouped list) means there is an activity assigned to you. This indicator will disappear when you complete the assignment.
Attention indicators in the grouped list look like this:
Attention indicators in the grouped list for an expanded space look like this:
Attention indicators in the ungrouped list look like this:
Inbox and other folders allow to filter out content according to your current work focus.
Groups shortlist allows to filter out content where a particular group is participating.
People shortlist allows to filter out content where a particular person is participating.
If your People shortlist is long, use a local search to find a specific person.
Some spaces might get big, so there is Space content functionality to help you get a better overview of what is in the space. To open on the Space content column, click on the right icon in the space header.
Space content appears as one more column on the right side of the space details view.
To close off the Space content column, click again on the right icon in the space header.
If you are using a smaller screen, you might like to minimise the left sidebar to have more screen space available for the Space content. Typically when you start using SignSpace the default sidebar is always expanded.
But if you click the < icon at the bottom of the sidebar, your sidebar will be minimised.
Keeping your mouse over the sidebar for a couple of seconds will temporarily expand the sidebar for you to choose the needed menu item.
If you would like to use the expanded sidebar again, click the > icon at the bottom of the sidebar.
Create a new space
A person creating a space is called a space owner. A space owner creates a new space by posting the first activity (a message, a signing request, a task) to the initial space members. Space members can be individuals or groups.
Click the + New button. To start a space with a message, choose Message.
If you have more than one paid account, choose your account from the Account field. Recipients will be the initial space members (more may be added later at any time). The Subject of the message will also be used as the space title. Fill in the form and click Send.
As you fill the form, it is saved in drafts, so if you click X instead of Send, the form is closed, but your changes are saved and you can access them by following the toast message link to the Drafts folder.
If you click Discard in the new message form you will need to confirm that you do not want to save the changes and the message draft will be deleted.
After clicking Send in the new message form, a new space will be created and the message will be posted in it as the first activity.
The space members will get invited to the space by email notifications.
In the space they can read and comment on the posted activity, create new activities or take actions as assigned, for instance to sign a signing request or complete a task.
By clicking the + User icon or this line below the space title
the space owner or existing space member can add more space members at any time (space owner approval might be required for new members depending on the space security settings).
Space owner can remove any member from the space at any time. The removed member retains access to the space information up to the point in time when they were removed from the space.
Spaces have advanced security controls for members to share content safely. A space owner may decide, if new users added by existing space members need to be approved in order to join a space. Approval settings are indicated by an open or closed lock next to the organization name under the space title. By default own organization, external organizations and personal users do not need space owner approval to join a space (indicated by an open grey lock).
Space owner may change this setting in the space members list (red lock indicates that approval for new space members from that organization is required).
When approval is required, an access request to join a space will be posted in the space for space owner to take action. New member will receive an email notification to join the space only after the space owner’s approval.
A space owner also may choose, if space members need to verify their identity strongly to access space contents.
If strong identity verification is required, user will be asked to go through the identity verification service provided by Signicat . It covers identity verification via electronic IDs for Finland, Sweden, Norway, Denmark, Estonia, Latvia, Lithuania.
Collaborate in a space
When you get invited to a space, you will be notified in SignSpace Home view as well as by email.
When you join the space, you may reply to existing messages, post new messages, create signing requests and tasks.
To reply to an existing message, click Reply to this message icon.
Write your reply in the inline reply bar and click Send.
Your message will be posted as a reply and you as well as others may keep replying to the same thread.
If you would like to post a separate new message in this space (and start a new branch), use the reply bar at the bottom of the screen.
Enter your text, attach files if needed and click Send.
The message is posted as a stand alone message in the space (in SingSpace it is also creating a new branch in this space).
If you click on the signing request link or the task link the reply bar,
instead of writing a simple message, you will access a signing request form
or a task form.
These forms allow to include more complex activities in your conversation.
With a task form you can assign something to do to certain people in your team.
With a signing request you can invite people to sign documents or even a contract.
Start a chat
If you would like to chat with one person, listed in the People shortlist, click on that name. The Home list is automatically filtered out to show only the content involving this person. The chat with that person will appear at the top of the Home list. If this is the first time you want to chat with that person, the chat will be empty. If you have chatted previously, old messages will be pulled up.
If the person does not appear in the People shortlist or you would like to chat with multiple participants, click on the sidebar + Chat link at the top of the People shortlist.
An empty chat window will open.
Start typing the names of the people you want to chat with. The auto-suggestion list will help you add people.
You can also include a group by typing a group name.
People and groups that you add to the chat may be from different organizations. Make sure to add all the needed members, because new members may not be added to the chat after the first message is posted.
When you have added all the chat members, switch to the reply bar at the bottom of the screen, write your first message and click Send.
The chat is created and your first message is posted in it.
Chat in a group
When you belong to a group, you can have an internal chat with members of that group.
In the Groups shortlist, click on that group name. The Home list is automatically filtered out to show only the content involving this group. The internal chat of this group will appear at the top of the message list.
By default spaces are stand-alone entities when they are created from the +New button. But spaces may be linked to each other or linked to a chat. The process starts in an existing space.
Click on Forward this message icon in the top right corner of any activity in a space and select Start linked space or Start linked chat.
If you choose Start linked space, a new message form will open in a modal. The space title will be prefilled, the original activity contents will be copied, the original activity files will be attached, but the recipients field will be empty. Correct and fill the message fields as needed, add new recipients for the linked space and click Send.
A new space is created, which has a status of linked space.
For you the spaces appear linked. In the original space you will see a link to the newly created linked space.
From the linked space navigation you may access the original space.
Only users who have access to both spaces, will see these links as you do. People who only have access to one of the linked spaces will not see the links and will not be able to access the other space.
If you choose Start linked chat, a new chat will open and original activity content will be copied to the reply bar. At the top of the new chat add recipients with whom you would like to chat about this, fix the message content as needed and click Send.
A new chat is created (if you never chatted with these recipients before) or an old chat is continued (if you chatted with these recipients before).
For you the chat and the space appear linked. In the original space you will see a link to this chat.
In a chat a specific separator indicates where the linked chat started.
Only users who have access to both - the space and the chat - will see these links as you do. People who only have access to one of the items will not see the links and will not be able to access the other item.
When composing an activity in a space or writing a message in a chat, you may use the @ sign to mention a user in a text field. An auto suggestion list will open where you can choose the person.
If the mentioned user is already a member of the space, the user will be notified about this mention with attention indicators and an email notification. If the mentioned user is not part of the space, before sending the message you will see a notification that this user will be invited to the space.
If you choose to proceed and send the message, an access approval might be needed depending on the space security settings. In that case an access request will be sent to the space owner to allow the user to join the space. Once the mentioned user is added to the space, the user will be notified in SignSpace and by email.
If the mentioning is happening in a chat, only the chat participants may be mentioned, since chat does not allow adding new participants. The mentioned user will be notified about this mention with attention indicators and an email notification.
Archiving spaces and chats
Use archiving to clean up your SignSpace of unneeded content. To archive a space or a chat click Archive icon in the top right corner of the space or chat header.
Archiving is not deleting any space or chat contents. They are only moved to the Archived folder and no longer appear in other sidebar folders.
Archiving applies only to your account. Other users will see the space or chat as before.
If you archive a space or a chat, it appears archived only in the Home view. In Signings, Tasks and Files views the respective content from an archived space or an archived chat is still available.
To restore an archived space or chat go to Archived folder in the sidebar, select the space or the chat and click Move to inbox icon in the top right corner of the space or chat header.