Use Organizational Dashboard for eSignature to Manage Teams
How to use the airSlate SignNow organizational dashboard
The Organization Admin Panel allows you to manage document turnover for all airSlate SignNow users within your enterprise as well as keep track of the activities and assets of your team. The organizational dashboard is only available to users who have an Enterprise subscription.
Get started with the click of a button
Select Organization Admin Panel towards the bottom of the left-hand sidebar of the airSlate SignNow web app.
Choose your organization.
Check out your organization’s activity stats
In the Dashboard tab, you can find various quantitative data about your organization’s document turnover (for example, the overall number of documents stored, the number of users who signed documents or who sent signing invites, and more).
To view more details, click on a user’s email address.
You can set up a date filter to see the stats for a specific period. To do so, enter a date range using the Beginning Date and End Date boxes.
Search for documents
Go to the Document Search tab to find a specific document shared by your organization. Enter your keywords in the search box and click Search.
All documents that match your search request will be displayed in the table below. Click on any document to download it or view its history.
Edit the email template footer
In the Email Template tab, you can edit the footer text that appears in every signing invite your organization sends via airSlate SignNow. Click the Edit button to change the text.
Set your organization’s team
Head over to the Team Settings tab and choose your default organization team from the dropdown. Your colleagues will automatically be added to this team once they register for airSlate SignNow. Teammates who already have their accounts will also automatically join the team.
Manage additional organization settings
In the Org Settings tab, you can set a few other options that will apply to all airSlate SignNow users within your organization. Here you can restrict mobile web app usage, enable or disable the Drawloop for Salesforce integration, restrict team invites by selected team admins, or toggle the document wizard feature.
Review team templates
Check out the Team Templates tab to view all your shared templates.
Manage your cloud data providers
Open the Cloud Storage tab to review and manage your cloud integrations. With airSlate SignNow, you can export documents to any platform on the list. To enable the integration, click Connect next to the cloud provider you use.
Manage your payment methods
If you request payments upon signing documents, connect your preferred payment method in the Merchant Account tab.
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Collaborate effectively: use the use organizational dashboard to manage 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 organizational dashboard to manage teams feature, sign, and share forms with your colleagues.
How to use the use organizational dashboard to manage 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 organizational dashboard to manage 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 advantages 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. -
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. -
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. -
What is the difference between the Organization Admin Panel and the Admin Console?
The Organization Admin Panel is used to manage the entire eSignature workflow within your enterprise including documents, templates, and teams. Only users subscribed to the Enterprise plan get access to this dashboard. The Admin Console allows any user to manage their account, e.g., change subscription, purchase more user seats, view account history, invite other users, and so on.
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