A workspace is a container that organizes your work by matter, client, or project. Think of it as a folder that keeps everything related to a specific task in one place.
Workspaces function the same way in both the web interface and Word Add-in.
What's Stored in a Workspace
Each workspace maintains its own document library and chat histories. When you upload files from your computer or import documents from Patent Center, those documents become part of that workspace. All chat sessions you create within a workspace stay in that workspace.
Creating a Workspace
To create a new workspace:
Click the "+" under the current workspace title
Choose whether to start with an existing Application File Wrapper from Patent Center
Name your workspace (examples: "Smith Patent Application" or "ACME Portfolio Review")
Add a matter number and category if applicable
After creating a workspace, you can edit the workspace name, share it with colleagues, or navigate to other workspaces.
Navigating Between Workspaces
Navigate between workspaces to switch projects. When you switch workspaces, you'll see that workspace's specific documents and chat sessions.
In the Word Add-in, access workspace functions through the Home button, which provides access to features that appear in the workspace tab on the web interface.
Sharing Workspaces
Use Permissions Management to control workspace access. Invite colleagues who have an Otto IP account by entering their email address. This gives them full access to view and use all uploaded documents in that workspace.
Why Use Separate Workspaces
Create different workspaces when you need to keep matters separate. Each workspace acts as an independent environment with its own documents and conversation history. This separation prevents documents and chat sessions from one matter from mixing with another.
For questions about workspaces, contact support@blackhills.ai.
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