Start in the right project
Create a document from a template or bring in an existing PDF. Keep each client’s work where the team expects to find it.
Document workspace software
Client documents deserve more than a shared folder.
EveryTask gives every document a home for the work around it: client feedback, approvals, signatures, versions and the final record.
Start with one project free. No card required.
THE WORK AROUND THE FILE
The file is only the beginning.
A client document almost never has one final action. A proposal needs a review. A revised scope needs a decision. An agreement needs signatures. Later, someone needs to know which version was sent, what changed and whether the work was completed.
A shared drive can store the file, but it cannot make those steps clear. EveryTask is a document workspace for keeping the document and the decisions around it connected, without turning client work into a complicated project-management system.
ONE DOCUMENT, A CLEAR PATH
From first draft to final record.
Get the right response
Share a selected version for client feedback, request an approval, or prepare it for signature when the work is ready.
Keep the record clear
The document, its version history and activity remain together, so the team can understand what happened without rebuilding the story from email.
A HOME FOR EACH CLIENT
Organise the client work, not just the files.
Give each client a project, then keep proposals, agreements, proofs, reports and templates in the context they belong. Your team can see the document’s latest status without searching across inboxes, downloads and vaguely named folders.
- Keep PDFs and documents made from templates side by side.
- Move files between folders and projects when client work changes shape.
- Find the active work, rather than losing it beneath completed files.
CHOOSE THE NEXT STEP
Review, approval and signature are not the same thing.
They answer different questions. Keeping them distinct lets a client respond clearly and helps your team know what should happen next.
Client review
Invite a client to comment on the document without making them join your workspace.
Learn about client reviewApproval
Record a clear decision on the version in front of the reviewer.
Learn about approvalSignature
Send the agreed version for signature and retain the completed record.
Learn about signatureKEEP THE CONTEXT
The next person should not have to guess what happened.
When a document changes hands, its context should travel with it. EveryTask keeps the selected version, comments, decisions and activity record in the client project, so someone can pick up the work without asking which attachment is current.
Versions stay visibleActivity stays attachedCompleted work stays findable
QUESTIONS, ANSWERED
About the document workspace.
What is a document workspace?
A document workspace is a shared place for files and the work connected to them. In EveryTask, that includes projects, documents, templates, review, approval, signature requests, versions and activity.
Can I use the PDF editor without a workspace?
Yes. EveryTask’s free PDF editor and PDF tools can be used without an account. A workspace is for when you want to keep a document, collaborate on it or continue it into client review, approval or signing.
Can a client review a document without joining my workspace?
Yes. Client review links let you share a selected document for feedback without requiring the client to create an EveryTask account.
Can I keep templates and uploaded PDFs together?
Yes. A project can contain documents created from templates alongside uploaded PDFs, so the supporting material and the final client-facing documents stay together.
READY WHEN THE WORK GROWS
Give every client document a clear next step.
Create a workspace for the document, the decision and the record that follows.
Create a free workspace Beta