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This section describes a series of steps from administrator login to Docbase from the Admina by Money Forward to the integration method.

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Advance Preparation

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How to log in to Docbase

Enter your e-mail address and password on the Docbase login page to log in. Docbase login screen

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How to get the workspace key

After logging in to Docbase, click the team you want to collaborate with from ▼ to the team on the upper right.
The start page is in Japanese only.
Team selection Go to the team page. A part of the URL will be the workspace key, so copy it. https://{workspace key}.docbase.io Workspace key confirmation

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How to get an access token

Click the ⚙ mark on your profile picture in the menu at the bottom left of the screen, then click Create Access Token. Access token creation menu Go to the token creation screen. For the name, enter a name that shows the purpose, place of use, etc., and click Create.
The scope and expiration date are arbitrary. If left blank, the expiration date will be indefinite.
Token creation screen The access token will be displayed, so copy it. Access token display

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Integration setup

Search with Docbase on the integration screen of the Admina by Money Forward. Search in integration screen Enter the workspace key and access key obtained in the previous step, and click Link. Enter integration information If the link is successful, the registered user information will be displayed in the account list. If it does not complete normally, edit it from the status tab of the integration screen and try the linkage again. If you can’t solve it, please contact us via chat 🙏 For an overview of Docbase integration, please see the integration page.
Last modified on June 18, 2026