Use Advanced eSignature Options for Your Teams
How to manage teams with airSlate SignNow
Use the simple team management menu to review your team members, add new users to your team, access shared documents and templates, and assign team admins or owners.
Access your teams in one click
Click Teams toward the bottom of the left-hand sidebar in the airSlate SignNow web app.
Review your team and its shared assets
If you have already created at least one team, you will see it in the My Teams column. Select a team to view its members in the column to the right. You can see each member’s role and status next to their email address.
Above your teammate list, you will find folders with the team’s shared documents and templates. Click on any folder to open it and get instant access to the shared assets.
If you don’t yet have a shared folder, create one by clicking the Enable button in the Enable Shared Documents Folder box.
Manage your team with ease
To add a new member to a team, click the Invite User to Team button toward the top right corner of the screen and enter the user’s email address in the new dialog box.
To manage a specific team member, click on the ellipsis button next to their email address and select one of the following options:
- Add Team Admin: Promote a member to team administrator, who can add other users to the team (and to the owner’s airSlate SignNow subscription) as well as view all the documents of their team members.
- Remove from Team: Revoke access to a team for a specific member.
- Transfer Ownership: Turn a regular member into a team owner. Team owners are fully authorized to manage their team and the airSlate SignNow subscription, as well as edit shared templates.
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Collaborate effectively: use the use advanced options for your 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 use advanced options for your teams feature, sign, and share forms with your colleagues.
How to use the use advanced options for your 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 use advanced options for your 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. Try out its benefits now!
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Electronic Signature FAQs
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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. -
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. -
How do I create a team in airSlate SignNow?
Select Teams toward the bottom of the left-hand sidebar of the airSlate SignNow web app and click Create New Team. Enter a team name and add the email addresses of your team members. Then, click Add Team. The added team members will receive an email invitation to join your team. Once they accept it, your team is ready. -
How do I delete a team?
Go to the team management menu (the Teams tab in the left-hand sidebar of the airSlate SignNow web app), select a team, click on the gear button toward the top right corner and select Remove Team. -
How do I send documents for signing?
Upload a document to airSlate SignNow and open it in the editor. Select Signature Field in the left-hand sidebar and click anywhere on the document to place a signature field. Then, click Invite to Sign in the top right corner of the screen, enter the recipient’s email address, and hit Send Invite.
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