Create and Manage an Organization

airSlate SignNow makes it easy for organizations to set up and maintain streamlined eSignature workflows across teams. airSlate SignNow Organizations allow you to:

Brand your emails and invites with a custom name and logo

Keep settings consistent across all organization members

Access organization activity and document usage statistics

Track all member documents within your organization

Share document templates across every member of an organization

Create HIPAA, PCI DSS, and CFR compliant workflows

Set up a merchant account for payment collection

Streamline cloud storage exports for your entire organization

You can manage an existing Organization or create a new one in the Organizations Admin Panel. Make sure you are subscribed to the Enterprise plan or above to be eligible to use this feature.

Important: You must log in to your airSlate SignNow account as an Admin or Moderator to access the Organizations Admin Panel.

Create an Organization

Click My Organizations in the left-hand sidebar (or in your account settings).

Click Create Organization.

Enter the name of your Organization in the pop-up window and click Create.

Access your Organization’s Admin Panel

In My Organizations, click Go to Admin Panel next to your Organization. From there, you can manage your Organization’s members, their roles, and overall organizational settings.

Manage your Organization

Go to the General Info tab of the Admin Panel to add or change your company logo, edit your Organization’s name, or delete your Organization.

Please note: Only Admins can delete an Organization. Deactivating an Organization means that its settings are no longer applied to its Members.

Manage your Organization’s members

The User Management tab allows you to add or remove users from your Organization, assign Admins and Moderators, and change membership roles.

Configure compliance settings

Head over to the Settings tab to set up HIPAA, PCI DSS, and CFR compliant eSignature workflows, as well as to configure miscellaneous settings for your Organization.

Please note: To enable compliance settings, you need to contact our support team. Click the Open Support Chat button to get in touch with us.

Customize your emails

Personalize the look of your eSignature invites and notification emails in the Email Customization tab. Here you can add a custom logo to your emails to keep your branding at the forefront.

Track your Organization’s activity

The Dashboard tab is available to Admins, allowing them to view the Organization’s activity log. Admins can also track how many documents have been sent for signing, how many of them were completed and signed, and other stats.

Search for documents

Use the search tool to find the documents shared across your Organization. Click advanced search to filter your search results by document name, signer email, document owner, or text field.

Connect a cloud storage

Integrate your airSlate SignNow account with your preferred cloud storage to export signed documents with ease. airSlate SignNow connects with Box, Google Drive, OneDrive, Egnyte, DocuShare, and Dropbox.

Connect a merchant account

Connect your airSlate SignNow account to your merchant account to collect payments upon document submission. airSlate SignNow supports Stripe and CardConnect.

Set default teams for your Organization

Make sure every member of your Organization is automatically added to your default Organization Teams.

Please note: Users can only be automatically added to an Organization Team if they are registered with an email address that features the same domain name.

Browse your Organization Teams’ templates

All the shared templates used by your Organization Teams can be found in one place.