How to build and manage a team?

Working as a team will allow you to share templates with your team members and track all the documents created by your team members.

Invite people to join your team.

To invite people to join your team:

1. Click on Team in the menu of your DigiSigner dashboard
2. and then on Invite New Team Member.
3. Enter the email address you want to invite and click on Send Email. 

This person will receive an email with an invitation link. After clicking on this, they will become a part of your team and be listed on the Team list.

Share templates with your team

You can share templates with them from that moment by uploading them to the Team > Templates area.

You can also do it by clicking the three-dotted button and selecting the Share with Team option from the list in your templates section. 

These templates will be available to your team members in their DigiSigner dashboard, also under Team > Templates.

Track documents created by team members

Under Team > Document, you can filter, view, and download all the documents created by your team members.

Admins vs members

Team admins can add new members, remove existing team members, share templates with the team, and view all the team documents.

Regular team members (not admins) can use shared templates, for example, send them out for signing. They have access only to the documents they uploaded or created themselves. They cannot view documents created by other team members.

Team admins can promote regular team members to admins and also revoke admin rights. The number of team admins in a team is not limited; all team members can be promoted to admins.