Questions & answers
Quick answers to the things people ask most.
Do I need to create an account or password?
No. You sign in with your work email and a one-time code each visit. Nothing to remember.
I didn't get my code.
Check spam, wait a moment, and request it again. If it still doesn't arrive, your email may not be on the room's list yet — ask whoever invited you.
Is my content public?
No. Everything is private to the people invited to each room, unless you deliberately share a single document by link or make a room public.
How do I stop sharing something?
Ask to stop sharing the document — its public link stops working right away.
Who can see a given document?
Whoever is on its room's list (plus anyone holding an active public link to that one document). Ask the assistant if you're unsure.
Can I change how a room looks?
Yes — rooms use a clean default design, and you can replace a room's landing page with your own. See Rooms.
What should I actually type to Claude?
Anything in plain English. The Recipes page has ready-to-paste examples for creating, editing, sharing, and inviting — swap in your own names and details.
Is there a way to get better results?
Yes — an optional authoring skill you can add to Claude (on plans that support custom skills) so it follows the house style and needs less back-and-forth. Download it and the recipe sheet from Power up Claude. It's optional; the connector works fine without it.
Can I get a contract signed here?
Yes. A deal room lets you draft an NDA, MSA, or SOW and send it for e-signature. Each party signs in the browser with a one-time email code — no account — and you get an executed PDF and a certificate of completion when the last one signs.
What's a prototype, and is it a real product?
A prototype is a clickable HTML mockup that shows a prospect what you'd build — it looks real but doesn't actually work, and it carries an "illustrative only" mark so no one mistakes it for the finished thing. Keep prototypes and other pitch collateral in a client room.
Can I leave feedback on a draft? Will readers see it?
Yes — leave comments on a document while you're working on it (notes, questions, change requests), and optionally pin one to a spot in the doc. Comments are visible only in the authoring tools — they're stored separately and never appear in the published document, a share link, a saved version, or a PDF. Resolve them once handled.
What if two of us edit the same document at the same time?
It's handled. If a teammate saves a change while you're working from an older copy, your save is refused with a notice rather than quietly overwriting theirs — and the assistant reloads the latest version and reapplies your edit. Nothing gets lost. See Working together on the same document.
How do I know what's waiting on me?
Open My tasks in the web app — it lists every document waiting for your review or approval and every acknowledgement you owe, in one place. You're also notified (email, or a Slack DM if your company connected Slack) the moment something is assigned to you. Or just ask the assistant "what's waiting on me?"
How do I prove everyone read a policy?
Distribute the published policy to a named group (like all-employees). That snapshots exactly who it was assigned to on that date, notifies them, and tracks acknowledgements against that list — with a per-person report (and CSV) showing who's read it, who's outstanding, and who's overdue.
I need something that isn't here.
Ask the assistant in plain words — and if it's about access or billing, contact whoever set up your company's rooms.