Kofax SignDoc Standard 2.1.0.3 - Online Help

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 the Create team button.
 

 

3.Type the team name and click the CREATE button.
 

 

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

 

When clicking the Edit button 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 return to the Teams page by clicking the BACK button.
The members and managers of the team will be notified per email.

 

 

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