Signing in
What you’ll do
Sign in to Paperwork, or accept an invitation to a collection, with an account you already have.
Before you start
You need a Microsoft, Google or GitHub account. Those are the only ways to sign in. Paperwork has no passwords of its own, and no email and password sign-in.
You do not need an account to open a public template in the Viewer. You need one to create templates in the Designer, and to open templates in a collection.
Steps
1. Open the Designer, or the link you were given.
2. Choose your account. Choose Microsoft, Google or GitHub, and sign in with that account as you normally would. Paperwork never sees the password.
Use the account with the email address your organisation invited. If you are not sure which that is, ask whoever invited you.
Accepting an invitation
1. Open the email and choose Open your invite. Use the link in the email, not the Paperwork home page. A personal Microsoft account may only be able to accept through that link.
2. Sign in and accept. The invite is accepted in one of two ways:
The email address you sign in with must be the address the invite was sent to. A different address is refused, even with the code. Then:
- If that address is verified by Microsoft, Google or GitHub, the invite is accepted.
- If it is not, the one-time code in the invite link accepts the invite instead.
If the email is lost, the invite page has Send it again, up to three times a day.
Check it worked
You are signed in and can open what you were invited to. A new member sees nothing in a collection until a Publisher has added templates to it. See Roles and access.
Next
- Roles and access: what each role can do.
- Security and IT: how sign-in works, for IT teams.
- Sign in from the command line.
- For everyday questions, such as a message you do not understand, see Paperwork Support: signing in.