GingerDocs is more than an editor and a signing flow — it is the workspace around your documents. A few structures keep that workspace organized as volume grows: folders and projects for arranging documents, contacts for the people you send to, and teams for the people you work with.

Folders and the dashboard

Organize documents into folders that match how your team thinks — by client, by matter, by quarter. The dashboard sits above it all, showing pending, completed, and awaiting-action counts at a glance, and updating in real time as recipients view and sign.

When browsing is not enough, global search finds documents, contacts, and folders from a single search bar — across everything you own or have access to.

Projects: group documents across folders

Folders give every document one home, but real work — a matter, a deal, a case — often spans several. A project groups related documents together regardless of which folder each one lives in, and a single document can belong to more than one project at once.

Use folders for where a document is filed and projects for which engagement it belongs to. Documents can be added to or removed from a project without ever moving or deleting the file itself, and a project can be archived once the work behind it is done.

Contacts: your reusable address book

Every signer you work with repeatedly belongs in contacts. Saved contacts autocomplete when you add recipients, and each contact’s page shows every document associated with them — useful when you need the history of a relationship, not just one file. Starting from an existing list? Bulk-import contacts from a CSV — with duplicate resolution so the same person never lands twice — and export the address book back out whenever you need it.

Teams, owners, and members

Invite teammates by email to share a workspace. GingerDocs uses two roles:

  • Members can work with documents — edit, send, and track.
  • Owners additionally control workspace-level settings: branding, data export, and the danger zone (including account deletion, which has a 30-day hold before anything is permanently removed).

Settings worth configuring early

  • Signing defaults — your default signature and signing preferences.
  • Notifications — choose which document events email you.
  • Editor preferences — defaults for how the editor behaves.
  • Branding (owners) — apply your organization’s look to the experience recipients see.
  • Data export (owners) — export your documents and metadata at any time, built for GDPR portability.

Trash and restore

Deleting is reversible by default. Documents, folders, and templates you remove go to the bin first rather than disappearing, so an accidental delete is a quick restore away rather than a lost file. Permanent removal is a separate, deliberate step.