SignNow: Setting Up a Team

Setting Up Teams

Setting up a Team

  1. Click View Teams.
    Note:
    If this is the first team you’ve set up, you will see Create Team instead of View Teams.                           
    view team screenshot
  2. Select Create New Team.
    create new team screenshot
  3. The Create a Team window opens.
    create a team window screenshot
  4. Enter Team Name.
  5. In the Users to invite box, enter the email address(es) of new team members. Separate addresses with a comma.
    Note: Team members must have a SignNow account. Please confirm users have a SignNow account prior to inviting them to join a team.
  6. Select the checkbox next to: Team Admins can view personal documents of team members.
  • A Team Admin is the user that can view documents of other team members, but cannot view other admins' personal documents.
  • A Team Admin can grant Admin rights to another team member and remove team members.
  • A team member can be changed to an Admin by clicking the Actions dropdown next to the team member's name and selecting Add Team Admin. SignNow screenshot for adding a team admin
  1. Click Add Team.
  2. The Teams page will display the new invitees with a status of Invite Pending.
    Notes: The role will change to member after the invitee accepts the invitation to join. The team owner can change a member to a Team Admin allowing them to view the personal documents of team members.  
    team members display
  3. To return to the Documents page, click the left arrow next to the SignNow logo.
    sign now logo

 

Inviting Users to a Team

Team members can copy or download templates from the team. They cannot edit or delete templates.

  1. Click View Teams.
    view teams screenshot
  2. Select the team to add members to in the My Teams section on the left side of the screen.
  3. Click Invite User to Team.
    invite users to team screenshot
  4. In the Users to invite box, enter the email address(es) of additional team members. Separate addresses with a comma.​
    Note: Team members must have a SignNow account. Please confirm users have a SignNow account prior to inviting them to join a team.​
    invite to team window screenshot
  5. Click Add Member.
  6. The additional invitees display a status of Invite Pending.
    invite pending screenshot
  7. To return to the Documents page, click the left arrow next to the SignNow logo.​
    sign now logo
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Last Updated: 
Wednesday, March 4, 2020