Easily Create Teams to Request eSignature
How to create teams with airSlate SignNow
Boost the efficiency and productivity of your eSignature workflows by letting your teammates share documents and templates. Create a shared folder for your team members so that they don’t have to send files back and forth each time something needs signing.
Gather your team
Select Teams towards the bottom of the left-hand sidebar of the airSlate SignNow web app.
Click the Create New Team button.
Fill in the Team Name field and add the email addresses of your team members to the Users to Invite box. Then, click Add Team.
Note: If you want to allow your team admins to access all of your teammates’ documents (not only shared ones), check the Team Admins can view personal documents of team members box.
The added members will receive an email invitation to join your team. Once they accept it, your team is ready. The status of your teammates is displayed next to their email addresses.
Create a shared folder for your team
Find the Enable Shared Documents Folder option above your teammate list and click the Enable button.
Share documents with your team
Move any document stored in your airSlate SignNow account to the Shared Documents folder. Click the More button next to the document you want to share and then select Move from the dropdown.
Choose your shared team folder in the new dialog box and click the Move button.
Your document is now in the shared folder and is available to all your team members. They can eSign or send it for signing, add fields and annotations, and so on.
Share templates with your team
Use a similar workflow to move templates to your shared folder so that your teammates can access them whenever they need.
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Collaborate effectively: use the easily create teams feature in airSlate SignNow
With airSlate SignNow, you can streamline your work and do far more than just eSign your forms. It also provides you with a smart and simple solution for effective collaboration between employees of one or several departments. Build a secure separate space for Sales, Finance, HR, etc., where you can create and store your team-related document templates; even set access restrictions for them. Take advantage of the easily create teams feature, sign, and share forms with your colleagues.
How to use the easily create teams feature:
- Log in to your airSlate SignNow account or register one if you still don’t have it.
- Click on the Profile icon at the top, right side of the screen and choose the Create Teams option from a dropdown.
- Add a custom name for your Team.
- Enter the emails of your group members into the Email to Invite field.
- Allow the admin to view your group’s documents by putting a checkmark or restrict them from reading your group templates by leaving the field unchecked.
- Click Add Team to create it.
- Add more crewmembers and build new common spaces for them with the relative buttons.
- Upload a document, edit it, insert fillable fields like the Signature Field, and save it.
- Select the record with a tick mark, and then, click More -> Make a Template. Rename it accordingly.
- Go to the Templates folder in the left-hand menu, choose the one you want to share with your group members. Click More -> Move -> select the corresponding common folder -> Move Here.
- Go to the Team’s Templates folder and invite your members to sign it.
Level up your cooperation within your company and boost its productivity, using the easily create teams option and other airSlate SignNow go-to features. Upload and edit documents, generate common templates, share them within your department, and collect eSignatures in a matter of clicks. Experience its benefits now!
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FAQs create team
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Can I collaborate on documents with my colleagues?
Yes, airSlate SignNow allows you to create teams and share documents so that multiple users can manage them with convenience. Go to your account settings and open the My Teams tab. From there, you can add a new team and create a shared folder for your teammates. -
Can I add more members to my team?
You can add team members anytime by going to the Teams tab in the left-hand sidebar of the airSlate SignNow app and then clicking the Invite User to Team button in the top right corner of the screen. -
How do users in my team sign in?
Anyone invited to join your team can log in to accept a team invite. If they don’t yet have a airSlate SignNow account, they can set one up here: https://app.signnow.com/webapp/login. -
What is a team member allowed to do in airSlate SignNow?
A team member can upload, create, eSign, and send out documents and templates for signing, manage them within their team, and use other airSlate SignNow features covered by their subscription plan. -
Can I edit a shared template if I am not a team owner?
Only a team owner can edit shared templates. However, being a team member, you can make a copy of a document and edit it the way you want. -
What is the difference between adding a new user and adding a team member?
airSlate SignNow subscription admins can add new users to their account and grant these users the subscription privileges associated with their plan. Team members, however, can only be invited by team admins and are only allowed to sign, send, and manage their documents across their team. -
Can a team admin see what documents are sent by other team members?
When creating a team, you may choose to allow your team admins to view all documents of other members. To enable this option, check the Team Admins can view personal documents of team members box when adding members to your team. -
How do I share templates with my team?
Shared templates can be accessed by any member of your team in airSlate SignNow. Go to the Templates folder, click the More button next to the template you want to share, and then select Move from the dropdown. In the new dialog box, select your team folder and click the Move button.
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Frequently asked questions
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