DocHub Client Workspace Setup (Onboarding)

DocHub Client Workspace Setup (Onboarding)

1. 01

   Create a dedicated DocHub account for the agency and enable Google Workspace integration

   Use the agency's primary Google account to sign up, then in Settings connect Google Drive and Gmail to centralize document access.

2. 02

   Configure cloud storage connections in DocHub Settings

   Link Dropbox, OneDrive, and Box accounts so client documents can be pulled from or pushed to any storage the client already uses.

3. 03

   Set up role-based permissions for the client's team

   In the workspace admin panel, add client staff as users and assign roles (viewer, editor, signer) to control document access and actions.

4. 04

   Create reusable templates for the client's top 5 recurring documents

   Use DocHub's template builder to convert onboarding forms, contracts, and approval sheets into fillable templates with fixed fields.

5. 05

   Design an e-signature workflow with signing order routing

   For each template, specify the sequence of signers and required fields, ensuring multi-party documents route correctly.

6. 06

   Integrate DocHub with the client's Google Drive or Dropbox for automated storage

   In the integration settings, map each template's output folder so signed documents are saved directly to the client's cloud drive.

7. 07

   Train client staff on using DocHub's mobile apps and browser extension

   Provide a 30-minute session covering how to edit, sign, and share documents from iOS/Android apps and the Gmail add-on.

8. 08

   Run a test signature cycle with a sample document

   Send a test agreement through the workflow, verify audit trail capture, and confirm all parties receive notifications.