Create and Manage an Organization
How to create and manage an Organization in signNow
signNow makes it easy for organizations to set up and maintain streamlined eSignature workflows across teams. signNow Organizations allow you to:
You can manage an existing Organization or create a new one in the Organizations Admin Panel. Make sure you are subscribed to the Enterprise plan or above to be eligible to use this feature.
Important: You must log in to your signNow account as an Admin or Moderator to access the Organizations Admin Panel.
Create an Organization
Click My Organizations in the left-hand sidebar (or in your account settings).
Click Create Organization.
Enter the name of your Organization in the pop-up window and click Create.
Access your Organization’s Admin Panel
In My Organizations, click Go to Admin Panel next to your Organization. From there, you can manage your Organization’s members, their roles, and overall organizational settings.
Manage your Organization
Go to the General Info tab of the Admin Panel to add or change your company logo, edit your Organization’s name, or delete your Organization.
Please note: Only Admins can delete an Organization. Deactivating an Organization means that its settings are no longer applied to its Members.
Manage your Organization’s members
The User Management tab allows you to add or remove users from your Organization, assign Admins and Moderators, and change membership roles.
Configure compliance settings
Head over to the Settings tab to set up HIPAA, PCI DSS, and CFR compliant eSignature workflows, as well as to configure miscellaneous settings for your Organization.
Please note: To enable compliance settings, you need to contact our support team. Click the Open Support Chat button to get in touch with us.
Customize your emails
Personalize the look of your eSignature invites and notification emails in the Email Customization tab. Here you can add a custom logo to your emails to keep your branding at the forefront.
Track your Organization’s activity
The Dashboard tab is available to Admins, allowing them to view the Organization’s activity log. Admins can also track how many documents have been sent for signing, how many of them were completed and signed, and other stats.
Search for documents
Use the search tool to find the documents shared across your Organization. Click advanced search to filter your search results by document name, signer email, document owner, or text field.
Connect a cloud storage
Integrate your signNow account with your preferred cloud storage to export signed documents with ease. signNow connects with Box, Google Drive, OneDrive, Egnyte, DocuShare, and Dropbox.
Connect a merchant account
Connect your signNow account to your merchant account to collect payments upon document submission. signNow supports Stripe and CardConnect.
Set default teams for your Organization
Make sure every member of your Organization is automatically added to your default Organization Teams.
Please note: Users can only be automatically added to an Organization Team if they are registered with an email address that features the same domain name.
Browse your Organization Teams’ templates
All the shared templates used by your Organization Teams can be found in one place.
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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.
How many membership roles do Organizations have?There are three levels of access for users within an Organization: Admin, Moderator, and Member. An Organization should have at least one Admin. At the same time, an Organization can remain active without a single Member.
Can I be a Member of several Organizations at once?No, you can’t. A user can only be a Member of one Organization. If you accept an invitation to join another Organization, you will be automatically removed from the Organization you 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.
How many Organizations can I create?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.
How do I add users to my Organization?Go to My Organizations in the sidebar on the left (or your account settings). Click Go to Admin Panel next to your current membership or Organization. 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 are going to add, select their membership roles, and click Add Users.
How do I reassign membership roles?To assign a new role to a Member, click ••• next to a user and select Assign Management Rights. In the pop-up window, select the role you would like to assign.
How do I customize my Organization’s emails?To customize your emails, open the Emails Customization tab in your Admin Panel and click the Customize button. Upload your company’s logo, change its position, adjust the button and text color, and customize the message your recipients will see in the email’s footer.
How do I apply a custom logo to my Organization?In the Admin Panel, go to the General Info tab and click Add Logo. Click Upload Image and select the logo stored on your device. Once your logo is uploaded, a preview window appears where you can check how your logo looks when applied to your emails, signature invites, My Documents page, and the editor. To continue, click Apply.
What is the difference between the Organization Admin Panel and the Admin Console?The Organization Admin Panel is used to manage entire eSignature workflows within your enterprise including documents, templates, and teams. Only users subscribed to the Enterprise plan and above get access to this dashboard. The Admin Console allows any user to manage their account, e.g., change subscription, purchase more user seats, view account history, invite other users, and so on.