Create Team Documents for Electronic Signature Request

Creating a team will allow you to share access to documents with other members of your organization. As a result, you can manage shared assets collaboratively without having to send files to each other over and over.

Start by creating a team

Select Teams toward the bottom of the left-hand sidebar.

To add a new team, click the Create New Team button.

Enter your team name and add team member email addresses in the <и>Users to Invite box. Then, click Add Team.

Note: Check the Team Admins can view personal documents of team members box if you want to allow the team admins to access all of your teammates’ documents (not only shared ones).

The added members will receive an email invitation to join your team. Once they accept it, your team is ready. You can view the status of your teammates next to their email addresses.

Create a shared folder

Find the Enable Shared Documents Folder option above your teammate list and click Enable.

Share documents with your team

You can now move any document stored in your airSlate SignNow account to the Shared Documents folder. Click the More button next to the name of the document you are about to share and then select Move.

Choose your shared team folder in the new dialog box and click Move.

You will find your document in the shared folder. It is now available to all of your team members. They can eSign or send the document for signing, add fields and annotations, and so on.

Share templates with your team

Use a similar workflow to move templates to your shared folder so that your teammates can access them whenever they need.

Create document group templates

If you and your team need to send packages of documents to one or multiple signers, create a document group template. Go to the Document Group Templates folder and click Create Group Template.

Select the document templates you want to add to the package and click Next.

Enter the group template name and distribute signer roles by dragging signers from the column on the left to the signing step area on the right. You can add more signing steps by dragging signers to another signing step area.

Click on the lock icons next to the signer email fields if you want them to remain empty. Otherwise, add signer addresses to the fields. Finally, click Review and Create.

Double-check your settings before saving the template. You can also set authentication, document expiration dates, and signer reminders by opening the Customize Email Settings dropdown. When finished, click Create Group Template.