Why create an Organization in signNow?

Organizations make it easier to manage multiple signNow accounts under predefined settings. Members within an Organization can use custom branding and share access to templates with other Members, which makes collaboration between teammates more productive.

Can a user be a Member of several Organizations at once?

No, a user can only be a Member of one Organization. If a user accepts an invitation to join another Organization, they will be automatically removed from the Organization they are currently in.

Can an Organization have multiple Admins and Moderators?

Yes, multiple Admins and Moderators can manage a single Organization. Having several managing roles ensures that your Organization is never left unattended, even if some of your Admins or Moderators are unavailable.

What is the difference between adding a new user and adding a team member?

signNow subscription admins can add new users to their account and grant these users the subscription privileges associated with their plan. Team members, however, can only be invited by team admins and are only allowed to sign, send, and manage their documents across their team (without sharing the admin’s subscription privileges).

What is the difference between the Organization Admin Panel and the Admin Console?

The Organization Admin Panel is used to manage your Organization’s settings, members, membership roles, teams, branding, shared assets, cloud storage, merchant accounts, etc. Only users subscribed to the Enterprise plan and above get access to this dashboard. The Admin Console, on the other hand, allows any user to manage their account, e.g., change subscription, purchase more user seats, view account history, invite other users, and so on.

What happens if an Admin’s or Moderator’s signNow subscription expires?

Admins and Moderators with expired subscriptions can still see the Organizations they are assigned to but cannot manage them. If all the Admins within an Organization have expired subscriptions (or if they switch to a lower-level plan than Enterprise), the Organization is deactivated.

What happens if my Organization is deactivated?

If your Organization is inactive, all its settings and privileges no longer apply to its Members. To make an Organization active again, one of its Admins must renew their subscription (Enterprise or higher). Once an Organization is reactivated, all the previous settings are restored and applied to all of its Members.

Where can I see my current membership status?

To see your current membership status, go to the My Organizations tab located in the left-hand sidebar of the My Documents page. Admins and Moderators can see the list of Organizations they are managing in the Managed Organizations section.

Electronic Signature
Features
Team Collaboration
Add a New Member to Your Organization

Add a New Member to Your Organization

Authorize one or multiple signNow users to join your Organization for shared access to documents, branded eSignature workflows, and improved collaboration. Assign Moderators and Admins to facilitate the management of your Organization.

See how it works!Click here to sign a sample doc

Award-winning eSignature solution

How to add a new member to your Organization in signNow

Organizations make it easy to manage multiple signNow accounts, allowing you to apply the same settings to every Member within your Organization. Use the signNow Admin Panel to add new users and assign membership roles.

Important: You must log in to your signNow account as an Admin or Moderator to access the Admin Panel.

Access your Admin Panel

Go to My Organizations in the sidebar on the left (or in your account settings).

Click Go to Admin Panel next to your current membership or Organization. If you don’t yet have an organization in signNow, create one by clicking Create Organization.

Add new Members and assign membership roles

In the Admin Panel, go to the User Management tab.

Add new Members to your Organization by clicking Add Users.

In the pop-up window, enter up to 10 email addresses of the users you intend to add and select their membership roles.

Users within a signNow Organization can have different access levels: Member, Admin, and Moderator:

A Member is a basic role managed by Admins and Moderators. A user can be a Member of only one Organization. An Organization’s settings apply to each of its Members. Any Member can be promoted to the role of an Admin or Moderator.

An Admin can manage an Organization’s branding and settings, promote Members to Admins or Moderators, change merchant accounts, and delete Organizations. An Organization’s settings do not apply to Admins unless they are also Members.

A Moderator can change an Organization’s settings, add or remove Members, and assign other Moderators (but not Admins). An Organization’s settings do not apply to Moderators unless they are also Members.

Once you have added email addresses and assigned membership roles, click Add Users.

The users you have added will receive an invitation to join your Organization. They will become Members once they accept the invitation.

Please note: You can create up to 50 organizations with any number of members on an Enterprise or Business Cloud subscription plan. The Free Trial plan allows you to create up to 5 organizations with 50 members.

See signNow eSignatures in action

Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

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Create your signature in seconds on any desktop computer or mobile device, even while offline. Type, draw, or upload an image of your signature.

Deliver a seamless eSignature experience from any website, CRM, or custom app — anywhere and anytime.

Organize multiple documents in groups and automatically route them for recipients in a role-based order.

Collect signatures faster by sharing your documents with multiple recipients via a link — no need to add recipient email addresses.

Create unlimited templates of your most-used documents. Make your templates easy to complete by adding customizable fillable fields.

Create teams within signNow to securely collaborate on documents and templates. Send the approved version to every signer.

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Director of NetSuite Operations at Xerox

signNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.

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Enterprise Client Partner at Yelp

signNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.

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Digital marketing management at Electrolux

This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.

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Keep contracts protected

Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to add a new member to your organization.

Stay mobile while eSigning

Install the signNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and add a new member to your organization later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate signNow into your business applications to quickly add a new member to your organization without switching between windows and tabs. Benefit from signNow integrations to save time and effort while eSigning forms in just a few clicks.

Generate fillable forms with smart fields

Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.

Close deals and get paid promptly

Collect documents from clients and partners in minutes instead of weeks. Ask your signers to add a new member to your organization and include a charge request field to your sample to automatically collect payments during the contract signing.

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FAQs add new member signature invoice

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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What active users are saying — add new member sign petition

Get access to signNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

Wonderful and convenient

5

Mandy Bullock

What do you like best?

How easy it is to work for me and my clients

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Link Feature is Perfect

5

User in Mining & Metals

What do you like best?

There are many digital signature softwares out there, but I like SignNow because they allow you to send a link to contracts. Most other platforms make you send the contract to email addresses that you put in the system. This is a great feature and makes life so much easier.

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Easy way to get signatures.

5

Claudia Ramirez

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Easy to use for our employees and clients love it!

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