Clients and matters add context to work that needs it. You can still store documents and request signatures without creating either one.
Find the tools
Open More tools for Clients and Matters when available. Owners and administrators can show Client and matter tools under Settings → Workspace tools. Display settings do not grant access to restricted records or paid features.
Use a client profile
Create a client profile and reusable contacts. Client navigation groups Documents, Matters and Contacts. Use Client actions for profile changes and other available client actions.
Saved contact names and emails can be reused when preparing recipients. Check the recipient before sending: a sent request keeps a snapshot, so changing a contact later does not rewrite an existing invitation.
Create and organize a matter
A matter represents an optional engagement. Set its reference, title, client and responsible person, and choose workspace or restricted access. Matter navigation groups Documents, Work, People and Activity. Work can include tasks, reviews, signatures and correspondence.
Upload from the matter or one of its folders to keep the filing context. Use Matter actions for settings, exports, file requests and new folders when permitted.
Understand restricted access
Restricted matters require explicit participation, including for workspace owners and administrators. Confidential documents have additional restrictions. A document collaborator grant does not bypass restricted-matter participation.
Request a client upload
Use the matter’s file-request action to create an expiring, single-use upload link. It lets the recipient provide one file to the designated matter and does not grant general browsing access. Keep the link private and check the resulting upload.