Share Document Folders with Your Team to Sign
How to share document folders in airSlate SignNow
Apart from eSigning, airSlate SignNow offers a range of intuitive tools for organizing teamwork inside your organization and with external partners. One of these is the ability to share folders of documents and templates across different teams.
Invite colleagues to airSlate SignNow
To start sharing folders with your colleagues, divide them into teams first. Having several teams in your airSlate SignNow account will help you establish the proper levels for accessibility across teams. Click Create New Team, name it, then type in the emails of your colleagues to invite them to join this team.
Team management in real time
The team panel will show you the status of each member. You can also add other colleagues to your team or cancel invitations for existing members. To start exchanging documents and drafts inside your team, click Enable in the blue panel above the list of team members.
Secure data storage
Exchanging documents and templates via airSlate SignNow shared folders is much more secure than sending documents via email. It also minimizes the possibility of error that is associated with paper-based document exchanges.
Faster teamwork when finalizing drafts
Note that there are three types of shared folders for teams in airSlate SignNow. The Documents folder is usually used for one-time, original documents. The Templates folder stores reusable drafts of the most frequently used types of documents. Document Group Templates allow for the sending of several documents in one batch. They are also reusable and feature re-editing functionality.
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The easiest way to use the share document folders with your team feature in airSlate SignNow
airSlate SignNow provides you with an eSignature solution that replaces any extra document management software. Process your documents and templates within one web-based service.
Work on contracts and agreements, individually or with your team members, make use of the share document folders with your team tool in clicks, and share PDFs online to collect information and eSignatures. Turn drafts into reusable templates to speed up your workflow.
How to utilize the share document folders with your team tool
- Add PDFs from your device to your airSlate SignNow account.
- Select two or more records to group them by clicking Create Group.
- A new folder is automatically created and will appear in the Documents Group section; from there you can send the whole package of files in one click.
- To share the group with your colleagues, create a new team in the My Team section, and invite your crewmembers.
- Move files to the team folder so your partners can see and work on these forms.
- Each document can be converted to a reusable template. To do so, click More > Make Template next to the record..
- Or, share the PDFs via the signing link and let your partners fill them out.
- Collect and store them easily.
Take advantage of airSlate SignNow features such as share document folders with your team to simplify teamwork, collaborate on contracts and drafts, and level up productivity. Experience the eSignature solution that thousands of SMEs and SMBs use to negotiate on agreements.
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FAQs create a network shared folder
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Can I name my airSlate SignNow Teams something besides their official names in our company?
You can pick any name that is convenient for you. Only yourself, your team members, and the airSlate SignNow admin in your organization will see it. -
I am not sure how many team members I have in our project. Can I add more people at a later stage?
Sure, if you are the team admin you can add more members or disinvite existing members at any time. -
I was invited to join a team in airSlate SignNow. Does this mean I have to share ALL my airSlate SignNow documents with this team?
Not necessarily, this will depend on the team’s settings that are determined by the Team Admin. If the Team Admin has enabled access to your documents, then your Documents and Templates will become visible to the Team Admin (not to other team members though). If the team admin chooses to not enable access to folders of other team members, your team will have common access to shared folders only. -
Can I move from one airSlate SignNow Team to another?
You can access a list of all teams you currently belong to in your airSlate SignNow account’s My Team tab. You can leave a team independently (click on the small Settings icon with the wheel sign, choose Leave Team). However, to join another team you will need an email invite from this team’s admin. -
Can I be a member of several airSlate SignNow teams at the same time?
Of course! You can be a member of several teams and you can also serve as the Team Admin of several teams. -
How can I track changes in documents placed in shared folders?
There is a special airSlate SignNow feature for that called History which is basically a very detailed audit trail. To access History, select the document you would like to investigate. Then, click More, then choose History. Once the History pops up on your screen, you will be able to see who did what inside this document (opened, edited, sent, downloaded, etc.), when this action was taken, and even under which IP address! -
I think one of my team members has downloaded a confidential document without my permission. How can I prove that?
You can easily track and verify this using airSlate SignNow’s History feature. To access History, select the document you would like to investigate. Then, click More, then choose History. If someone has indeed downloaded this document, you will see the email address of this person in the audit trail. Note that in the case of unfortunate events, you can use the information provided in History as court-admissible evidence.
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