Shoobx 101

Welcome to Shoobx!

We created this article to give you a handy roadmap of some of our most popular educational content - to help you get off to a great start with Shoobx. We hope this will be a useful first stop on your journey to successfully using Shoobx to manage your company's equity, HR, governance, financings, and more, all while collaborating seamlessly with your company's stakeholders. 

Want some information on what Shoobx is and how it works?

Start with these two articles - What is Shoobx? and Navigating Shoobx. 

Curious about how Shoobx handles things like electronic signature and editing documents?

These articles have the answers. They'll help you Sign Documents, Edit Documents, and Change a Workflow Owner. 

Getting ready to register your legal counsel on Shoobx? 

Fantastic! Counsel Involvement 101 will provide useful information on how that works.

Wondering how you'll get things done in Shoobx? 

Take a look at our Product Modules page. There you'll find a collection of articles about each area of Shoobx - Financing, Equity, HR, etc. So if you're looking to understand how the Grant Shares or Options workflow works before you start it, this page is a great place to start. 

Need to share some Shoobx information with your team? 

Our pages for employees, investors and lawyers have what you need. 

Want some help getting your users onto Shoobx and managing their needs? 

You can look to these articles for guidance: Viewing and Granting User Permissions and Creating Relationships with External Companies. 

Looking to make sure your billing information is correct?

Check out Adding a Credit Card for billing. 

We're so happy to have you on Shoobx!

Remember you can always reach out to us at support@shoobx.com when you have questions, or schedule a time to talk with us.