Preparing for your first Institution service
What this means in Institution and how it affects your account.
Getting Started · 1 min read · Updated 2026-07-28
This article explains preparing for your first Institution service so you know what to expect in your Institution workspace.
What this article covers
- Where this appears in your Institution workspace.
- What the information tells you about the current state of your account.
- Who to contact when something does not match your expectation.
How it works
Institution keeps one record for your company, and the workspace reflects that record. When something changes, the record is updated first and the Institution team works from the same information you see, so documents delivered to you stay consistent with what is on file.
Where to look
- Sign in to your Institution workspace.
- Open the section named in this article from the workspace navigation.
- Review the items assigned to your company.
- Complete or respond to anything marked as needing your input.
Still not resolved
If this article does not answer your question, contact the Institution team. Include your company name and the item you were working on so the Institution team can respond with your specific record in front of them.
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