Customize Settings for Your Organization

Access an easy-to-use Admin Panel to configure Organization settings for all members at once. No need to spend time managing each account individually.

How it works

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How to change signNow Organization settings

signNow Organizations allow teams to improve collaboration, save time on document and user management, brand eSignature workflows, and more. An Admin and Moderators can configure an Organization’s settings which will apply to all members’ accounts. Let’s walk through the entire process of changing an Organization’s settings.

Note: to configure settings you should log in to your signNow account as an Admin or Moderator.

Access your Admin Panel

Select My Organizations in the left-hand sidebar.

Alternatively, select your user profile in the upper right corner and click My Account > My Organizations.

Select Go to Admin Panel next to your current membership or organization.

Customize Organization settings

Click the Settings tab in the Admin Panel to access the settings mode.

Here you can change the following options across your Organization:

  • Select how signers will open your Organization’s documents on mobile devices – using the app, mobile web, or both
  • Enable or disable the integration with Drawloop Salesforce
  • Restrict Organization members to accept invites to Teams only from approved Team Admins
  • Enable or disable the signing guidance for signers

To change a setting, press the Change Settings button or select the option in the dropdown.

Set up HIPAA, PCI DSS, and CFR compliant workflows

signNow helps Organizations maintain industry-leading security and compliance standards such as HIPAA, PCI DSS, 21 CFR Part 11, and SOC 2 Type II. Contact our support team by clicking Open Support Chat to learn how to enable these compliance settings for your Organization.

What active users are saying — customize settings for your 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.

This service is really great! It has helped...

This service is really great! It has helped us enormously by ensuring we are fully covered in our agreements. We are on a 100% for collecting on our jobs, from a previous 60-70%. I recommend this to everyone.

Read more
I've been using SignNow for years (since it...

I've been using SignNow for years (since it was CudaSign). I started using SignNow for real estate as it was easier for my clients to use. I now use it in my business for employement and onboarding docs.

Susan S
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Everything has been great, really easy to incorporate...

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.

Liam R
Read more
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