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 will be listed on the Team list.

Click here to enlarge the picture

Click here to enlarge the picture

Share templates with your team

From that moment you will be able to share templates with them by uploading them in the Team > Templates area.

or by selecting the MORE > SHARE WITH TEAM option for your own templates.

Your team members will be able to find these templates in their own 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 and 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.