Create a team

This functionality is only available when accessed by a SignDoc Standard user assigned to the 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 with options for additional changes is displayed.

  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 a team member.

  3. After completing the settings for the team, click Back to return to the Teams page. The application sends an email notification to the members and managers of the team.