Welcome to instaSpace Learn

What is instaSpace?Quick Start Signing in Your first session The getting-started checklist Habits worth building

Reviewing a contract Redlining an agreement Drafting a document Researching standards Using the Vault Building a playbook

Getting the Best Results

Writing good prompts Personas & roles Formatting your requests

Skills & memory Skills Memory Temporary chat

Intake How intake works Setting up the door Reviewing a case The mail ledger Auto-open rules

Matters What a matter is Opening a matter Filing work into a matter People & parties Matter types & checklists

Requests How requests work Raising a request Triage & assignment Assigned to me

Signatures How signing works Send for signature Reusable templates Tracking requests

Integrations Cloud storage Decree

instaSpace for Word

Installing the add-in Microsoft 365 admin setup Asking questions in Word Troubleshooting

Teams & workspaces Plans & seats Setting up your workspace Inviting your team Roles & permissions Teams Matter types Chat visibility Audit logs Rolling out to your firm

Security & Compliance

Security overview Access control Data protection Single sign-on (SSO)Sessions & devices

Feature Reference

The assistant & threads History Account & profile Appearance & language Plans, credits & billing

API Authentication Templates Signature requests Errors & limits

Appearance & language

Switch between light and dark themes and choose your interface language.

Appearance settings control how instaSpace looks and the language of the interface.

The Appearance settings page with theme and language options. — Settings → Appearance.

Options

Theme — choose light, dark, or match your system.
Language — set the interface language.

Related

Account & profile

Your name, role and preferences.

On this page

Options Related