Computershare

The Documents Hub

Add Documents to GEMS

Add Documents from the Snapshot

Configure Document Types and Categories

A guide to ensuring Documents are only visible for certain users by using User Roles' Access Levels feature

How to Restrict Access to Documents (Admin Only)

Find, Download, and Modify Documents

Editing Document Properties

Deleting a Document

Review Document Properties

Add Category and Sub-Category Values for Documents

Add Document Type Value

Document Management

Create a custom design with text, images, and links

CORE 2026

GEMS Academy

GEMS Webinar Schedule

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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