Create a team

Note This functionality is only available when the accessing SignDoc Standard user has account administrator role.

  1. On the top navigation bar click Teams.

  2. Click Create team.

  3. Type the team name and click CREATE.

Note The team name can be changed whenever the team is edited.

When clicking Edit for a team, a menu opens containing options for additional changes to the team.

  1. Define a team manager. The account administrator creating the team is set as default. Add a SignDoc Standard user as team manager.

  2. Add a SignDoc Standard user as team member.

  3. After completing the settings for the team click BACK to return to the Teams page. The members and managers of the team will be notified per email.