Create a team
This functionality is only available when accessed by a SignDoc Standard user assigned to the account administrator role.
- On the top navigation bar, click
- Type the team name and click
When clicking Edit for a team, a menu with options for additional changes is displayed.
- Define a team manager. The account administrator creating the team is set as default. Add a
user as team manager.
- Add a
user as a team member.
- 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.