Create and Manage an Organization

Manage multiple signNow users and their document workflows across an Organization with unified settings for each member. Use custom branding, share templates, track user activity, and much more.

Award-winning eSignature solution

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:

  • Brand your emails and invites with a custom name and logo
  • Keep settings consistent across all organization members
  • Access organization activity and document usage statistics
  • Track all member documents within your organization
  • Share document templates across every member of an organization
  • Create HIPAA, PCI DSS, and CFR compliant workflows
  • Set up a merchant account for payment collection
  • Streamline cloud storage exports for your entire organization
  • 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.


    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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    Add your legally binding signature

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

    Integrate via API

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

    Send conditional documents

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

    Share documents via an invite link

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

    Save time with reusable templates

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

    Improve team collaboration

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

    Our user reviews speak for themselves

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    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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    Megan Bond
    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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    signNow solutions for better efficiency

    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 create and manage 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 create and manage organization later when your internet connection is restored.
    Integrate eSignatures into your business apps
    Incorporate signNow into your business applications to quickly create and manage 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 create and manage organization and include a charge request field to your sample to automatically collect payments during the contract signing.
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    • Free 7-day trial. Choose the plan you need and try it risk-free.
    • Honest pricing for full-featured plans. signNow offers subscription plans with no overages or hidden fees at renewal.
    • Enterprise-grade security. signNow helps you comply with global security standards.
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    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.

    Need help? Contact support

    What active users are saying — create and manage organization

    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.

    Everything has been great, really easy to incorporate...
    Liam R

    Everything has been great, really easy to incorporate into my business. And the clients who have used your software so far have said it is very easy to complete the necessary signatures.

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    I couldn't conduct my business without contracts and...
    Dani P

    I couldn't conduct my business without contracts and this makes the hassle of downloading, printing, scanning, and reuploading docs virtually seamless. I don't have to worry about whether or not my clients have printers or scanners and I don't have to pay the ridiculous drop box fees. Sign now is amazing!!

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    My overall experience with this software has been a tremendous help with important documents and even simple task so that I don't have leave the house and waste time and gas to have to go sign the documents in person. I think it is a great software and very convenient.

    signNow has been a awesome software for electric signatures. This has been a useful tool and has been great and definitely helps time management for important documents. I've used this software for important documents for my college courses for billing documents and even to sign for credit cards or other simple task such as documents for my daughters schooling.

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