How can I customize settings for my organization in airSlate SignNow?

To customize settings for your organization in airSlate SignNow, navigate to the Admin section where you can modify user roles, permissions, and branding. This allows you to tailor the platform to meet your specific requirements and enhance team collaboration. You can also set up templates that reflect your organization's identity while ensuring compliance with company policies.

What features are available to help me customize settings for my organization?

airSlate SignNow offers various features that enable you to customize settings for your organization. You can define user roles, configure document templates, and adjust account settings to suit your workflows. Additionally, the integration capabilities allow you to align your existing tools seamlessly with your customized setup.

Is there a cost associated with customizing settings for my organization?

Customizing settings for your organization can often be done within your existing plan's scope at no additional cost. However, advanced features may be available through premium subscription tiers. It's best to check the pricing plans in detail to determine if your desired customizations require an upgrade.

Can I customize settings for my organization based on user roles?

Yes, one of the key functionalities of airSlate SignNow is the ability to customize settings for your organization based on user roles. You can assign different permissions and access levels, allowing for enhanced security and control over document management. This ensures that team members have the tools they need to work efficiently while maintaining compliance.

Are there integrations that help me further customize settings for my organization?

Absolutely! airSlate SignNow provides a range of integrations that can help you customize settings for your organization. By connecting with platforms like Salesforce, Google Drive, and Microsoft Office, you can enhance your document workflows, making the signing and document management process even more efficient and tailored to your needs.

What are the benefits of customizing settings for my organization in airSlate SignNow?

Customizing settings for your organization in airSlate SignNow offers numerous benefits, including improved efficiency and a better user experience. You’ll be able to streamline workflows, ensure compliance with internal policies, and maintain brand consistency across documents. These adjustments can greatly enhance team productivity and satisfaction.

How does airSlate SignNow ensure security when I customize settings for my organization?

When you customize settings for your organization in airSlate SignNow, you can rely on robust security measures to protect sensitive information. The platform adheres to industry-standard security protocols to safeguard documents and data. Additionally, user roles can be customized to limit access to confidential information based on your organization's needs.

Electronic Signature
Features
Team Collaboration
Customize Settings for Your Organization

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.

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How to change airSlate SignNow Organization settings

airSlate 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 airSlate 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

airSlate 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.

See airSlate 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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Move your business forward with the airSlate SignNow eSignature solution

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

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

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

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

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

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

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airSlate 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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Enterprise Client Partner at Yelp

airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.

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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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airSlate 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 customize settings for your organization.

Stay mobile while eSigning

Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and customize settings for your organization later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly customize settings for your organization without switching between windows and tabs. Benefit from airSlate 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 customize settings for your organization and include a charge request field to your sample to automatically collect payments during the contract signing.

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Why choose airSlate SignNow

Free 7-day trial. Choose the plan you need and try it risk-free.
Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
Enterprise-grade security. airSlate SignNow helps you comply with global security standards.

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Connect airSlate SignNow to your apps

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Data accuracy, security, and compliance

airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific

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FAQs

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.

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What active users are saying — customize settings for your organization

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

Easy and Accurate-We Love airSlate SignNow

5

Danielle McCrary

What do you like best?

I enjoy airSlate SignNow because it makes our workflow go smoothly. I can quickly upload and add fields, I enjoy the import fields function the most. We can use one signing link for many different customers and that helps so much with our membership renewals. Our customers find it easy to use and we have not had any issues with using airSlate SignNow. I love that we receive emails with the completed PDF document once everyone has signed, it automatically ensures that all of our members receive a copy of their signed document. We also use this for employee paperwork and with so many employees working remotely it creates a great group platform for any documents we need signed!

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Great user friendly eSignature platform!

5

Jasmine Scott

What do you like best?

Very user friendly and easy to use as a document sender and a document receiver. There are constant updates to the site to allow more functionality. Since starting with airSlate SignNow there are things that I always hoped the site had and before long, those functions were implemented. For example, uploading multiple documents at one time instead of one at a time as well as adding and deleting documents from an already created template. I also like that you can replace a signer when a document has been sent because sometimes the email provided is incorrect. I like the direction that airSlate SignNow is headed.

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I couldn't imagine my business without airSlate SignNow.

5

Matt Mazur

What do you like best?

The platform is extremely easy to use and saves time for our business.

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