Getting Started
Learn how Institution works, how your workspace is organized, and what to expect after purchasing or requesting a service.
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Getting started with Institution
Learn where to find services, tasks, documents, billing, messages, and support after signing in.
Updated 2026-07-28
Understanding your Institution workspace
What your Institution workspace means in Institution and how it affects your account.
Updated 2026-07-28
What happens after you become an Institution client
A clear answer in plain language, plus what to do next.
Updated 2026-07-28
How Institution services are delivered
How this works in Institution, and what it means for your account.
Updated 2026-07-28
All getting started articles
Getting started with Institution
Learn where to find services, tasks, documents, billing, messages, and support after signing in.
Updated 2026-07-28
Understanding your Institution workspace
What your Institution workspace means in Institution and how it affects your account.
Updated 2026-07-28
What happens after you become an Institution client
A clear answer in plain language, plus what to do next.
Updated 2026-07-28
How Institution services are delivered
How this works in Institution, and what it means for your account.
Updated 2026-07-28
Understanding service activation
What service activation means in Institution and how it affects your account.
Updated 2026-07-28
How to request an additional service
Step by step guidance for requesting an additional service in your Institution workspace.
Updated 2026-07-28
How to check the status of a service
Step by step guidance for checking the status of a service in your Institution workspace.
Updated 2026-07-28
Understanding your workspace navigation
What your workspace navigation means in Institution and how it affects your account.
Updated 2026-07-28
How Institution communicates with clients
How this works in Institution, and what it means for your account.
Updated 2026-07-28
Preparing for your first Institution service
What this means in Institution and how it affects your account.
Updated 2026-07-28
How to update your company information
Step by step guidance for updating your company information in your Institution workspace.
Updated 2026-07-28
What to do when information changes
What to do next, and who to contact if you need help.
Updated 2026-07-28
Understanding Institution service timelines
What institution service timelines means in Institution and how it affects your account.
Updated 2026-07-28
What information Institution may request from you
A clear answer in plain language, plus what to do next.
Updated 2026-07-28
How to get the most from your Institution workspace
Step by step guidance for getting the most from your Institution workspace in your Institution workspace.
Updated 2026-07-28
Still need a hand?
Contact the Institution team for help with account access, services, documents, billing, or a question that is specific to your company.