Getting started
How do I create my first organisation workspace?
When you do not yet have an organisation, the dashboard shows an organisation-creation form instead of the filing lists.
Navigation: Open Forms 145/146 → Start with your organisation
How to do it
- Open the Forms 145/146 dashboard.
- In Start with your organisation, enter the organisation's name and submit the creation form.
- Wait for the new organisation to appear as the selected workspace.
- Open a form card and check Buy Credits if New Filing reports that form capacity is unavailable.
What to expect
The dashboard displays the filing routes and team controls for the new organisation.
Important details
- Creating an organisation does not itself mean a portal form was filed or document storage was activated.
- Document setup is a separate organisation-admin action in Settings → Storage.