How to create and manage a work team in Signaturit?

Posted by media on March 9, 2017 at 9:00 AM

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In this tutorial we will explain how to create and manage a work team in Signaturit.

The reason we decided to create the “Team” feature is because many of our customers need more than one person inside their organization or department to send documents and contracts to sign and manage signature requests, whether the recipients are customers, providers or employees themselves.

Below we detail how to create and manage a work team in Signaturit, which roles can be given to the members of the same team and what permissions each role has. If you are thinking of speeding up the signature requests in your company or department, you'll be interested to learn more about this feature.

This post is also available in Spanish.


Intuitive features to create and manage work teams

The “Team” feature is available for Business, Business Plus and Enterprise accounts. In the Business or Business Plus accounts, once you have entered your account, you can access this feature from the top bar on the dashboard.

The idea behind the “Team” is that each user can include others in the same account, in order to create a work team. In this way, the history of documents sent to sign by each team member will be saved in the same account, which can be accessed at any time by any member to see the status of the signature requests.

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In addition, team members also share the same templates.

During the free trial we offer to our users in Business, Business Plus and Enterprise accounts, the account administrator can register and add users to his/her team at no additional cost.

Once the trial period has ended, users can be removed or, if they need to continue forming part of the team, each user will have an additional cost of 30 euros a month (annual payment) for Business accounts, and 50 euros a month (annual payment) for Business Plus accounts. To find out the cost for Enterprise accounts, please fill out the following form and we will get in touch with you as soon as possible.


How can I create a work team in Signaturit?

The person who decides to create a work team in Signaturit is assigned by default the role of account administrator, which will allow him/her to invite or remove other team members and assign any of those users the function or role of administrator, manager or member. There can be more than one administrator in the same account, and administrators are the only ones that can assign functions or roles.

To add a new member to your team, just click on the button “Add new member” and enter his/her first name, last name, position in the organization and email address. This person will receive a message from Signaturit inviting him/her to join the team with a single click, which will lead him/her to a page to complete the registration.

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What actions can each of the roles perform in a team?


MEMBERS

Team members can:

  • Request signatures from the dashboard, by clicking the button “Send Document”, located in the top bar. To learn how to send documents to sign from the control panel, click here.
  • Request as many signatures as they wish through their preferred email account (Outlook, Gmail, Yahoo!...), attaching the document to sign in PDF and adding the ending “.signaturit.com” to the recipient’s email address.

    For example:
    name@domain.com.signaturit.com.

    To learn more about this process, click here.
  • Create their own templates, or use templates created by other team members, available in the “Templates” section in the dashboard. We've talked about how templates work in this tutorial.
  • Monitor their own signature request history and see the status for each document: ready to sign, completed, cancelled, expired, declined or error. Team members cannot see the history of signature requests made by other team members or managers in their workgroup, within a team.  

MANAGERS

Team managers can perform the same actions as users with the role of members. The difference is that managers can see the history of signature requests made by members, as well as the other managers in their workgroup, within their team.

In addition, managers can also create work groups within a team, but they cannot add members nor assign roles.

ADMINISTRATOR

The administrator can perform the same actions as the managers, but they also have the authority to assign roles and eliminate accounts of other members, other managers, and even other administrators.

In addition, administrators can also configure the account in the “Settings” section, which you can find by clicking the arrow next to the avatar in the upper right corner of the dashboard. From the “Settings” section, you can customize aspects such as reminders, notifications, language to send the signature requests and the logo that appears on the left side of the top menu in the dashboard.

In sum, with the “Team” feature you can create and manage a work team, which will bring together users in the same company or department that need to work together. They can exchange templates, make signature requests from the same account, track the status of the documents sent to sign and download signed documents.

As we have already mentioned, it is a feature that meets the needs of many of our customers, since in less than 5 minutes you can create a work team that will allow multiple people to request electronic signatures quickly, 100% digitally and with full legal validity.

If you want more information about this feature, don't hesitate to get in touch with us by filling out this form or by sending us an email to info@signaturit.com. You can also try it today by registering for free in Signaturit.

This post is also available in Spanish.

Download Whitepaper eSignatures 101 (English)


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