How to streamline3 admin console?
Add smart fields, Use admin console and Sign with signNow and improve your efficiency.
E-signature application has now paved its way from a professional solution to some necessary element of the optimization of business processes over the past decade. Not merely has it streamlines basic routine processes, and also maintains evolving upon the client requirements.
signNow is a unique program that besides its primary aim to guarantee the timely and expected signing of the papers also handles other workflow-relevant tasks. Besides standard great things about distant online access to the contracts and cut|eradication of costs for document processing in pieces of paper formatting, along with, improved data protection in addition, it features a number of functions that make it easier to generate and customize templates, generate diverse sections and add checkboxes, add multiple signers and set up signing order, keep track of the paperwork and set up notifications.
With signNow you will get a lot more alternatives for a similar cost and you will be able not only to send out files for signing but additionally handle and boost the all document flow process.
Becoming a digital admin in your organization
In signNow, different subscription types have different admins:
- Admin who manages Business or Business Premium plan.
- Admin(s) who manage(s) Enterprise plan.
1. Admin
In the first case, Admin is a subscription owner and the only person who manages it. They have Admin Console available when clicking on one of the buttons.
Here, Admin can add new seats, view the history of the users and check the type of subscription.
There are two ways how Admin adds seats:
- Click Add User and complete a simple form
- Upload an excel database when adding multiple users. The pop-up message will tell how the excel table has to look like.
In the Manage Subscription section, Admin can check the expiration date, Billing History and cancel the subscription.
2. Enterprise Admin and Superadmin
Enterprise subscription may have several organizations. This is helpful when the company has several branches or departments which requires different settings and customization.
Each organization may have several Admins and Superadmins. At their turn, the same user may become Admin or Superadmin of several organizations. Only signNow support can assign these positions upon request.
Superadmin is a person who has access to all documents, users and other information. To enter the Superdmin's console, click the button as shown in the screenshot.
Next, you'll be proposed to pick the organization.
The Superadmin Panel has additional settings and features for enterprises.
The Dashboard tab offers filters for the documents and provides statistics on the signed documents and user activity.
In the Document Search, Superadmin can search for documents within the organization using either basic or advanced search with more filters.
The Email Template tab allows to customize the email footer for a particular organization.
In the Team Settings tab, Superadmin chooses a team that will be automatically shared among colleagues. You'll learn how to create a team in the next chapter.
In the Org Settings tab, Superadmin establishes settings such as Drawloop Salesforce integration and Team Invites restriction. Each section has a dropdown to choose the option from. Also, if you point to the question mark icons, you'll see an explanation to each section.
The Team Templates tab provides a list of templates in organization Teams.
In the Cloud Storage tab, Superadmin connects to one of the cloud storages: Box, Google Drive, One Drive for Business or Egnyte.
In the Merchant Accounts tab, Superadmin connects their signNow account to one of the payment systems. This feature allows to request payments from the recipients at the moment when they sign a document.
Admin of the organization has access to the admin console but they're unable to:
- search for and download documents;
- choose cloud storage for the organization;
- add merchant accounts for payments.
Add smart fields, Use admin console and Sign. Get highest value from the most trustworthy and safe e-signature platform. Streamline your electronic transactions using signNow. Optimize workflows for everything from simple employee records to challenging contracts and marketing forms.
Know how to Add smart fields, Use admin console and Sign:
- Import a few pages from your device or cloud storage.
- Drag & drop custom fillable fields (signature, text, date/time).
- Change the fields size, by tapping it and selecting Adjust Size.
- Insert dropdowns and checkboxes, and radio button groups.
- Add signers and create the request for attachments.
- Add smart fields, Use admin console and Sign.
- Add the formula the place you require the field to appear.
- Use comments and annotations for the recipients anywhere on the page.
- Approve all modifications by clicking DONE.
Connect users from inside and outside your organization to electronically access important paperwork and Add smart fields, Use admin console and Sign anytime and on any system using signNow. You may track every activity performed to your documents, get notifications an audit statement. Stay focused on your business and consumer interactions while understanding that your data is accurate and safe.
