What is the Settings tab in the Admin Panel?

The Settings tab allows Admins and Moderators to configure document-related options for all members of an Organization at once. For example, they can select how recipients will sign documents sent from the Organization on mobile devices – using the mobile web version, iOS or Android app, or choose the method of signing themselves.

How can I enable or disable signing guidance for my recipients?

The Admin or Moderator of your Organization can configure this option in Admin Panel > Settings .

What is the purpose of airSlate SignNow Organizations?

Organizations facilitate the management of multiple airSlate SignNow users, teams, and their document workflows under unified settings. Organizations make it possible to use custom branding, share templates with teammates, track user activity, and much more.

What roles do Organizations have?

There are three roles in an Organization. Member A basic role that’s managed by both Moderators and Admins. Users can only be Members in one organization at a time and all organization settings are applied to them. Members can also be assigned to the Moderator or Admin roles. Moderator Can change organization settings, add or remove Members and change their roles (except for Admins). Organization settings do not apply to Moderators unless they are also Members. Admin Can manage organization branding, settings, assign Admins, change all Member roles, delete the organization, and change the merchant account. Organization settings do not apply to Admins unless they are also Members.

Can a user be a Member of several Organizations at once?

No, a user can only be a Member of one Organization. If a user accepts an invitation to join another Organization, they will be automatically removed from the Organization they are currently in.

Can an Organization have multiple Admins and Moderators?

Yes, multiple Admins and Moderators can manage a single Organization. This ensures that your Organization is properly managed if one of the current Admins or Moderators is unavailable.

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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.

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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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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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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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FAQs

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What active users are saying — customize settings for your organization

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Easy to navigate and create forms. Clients are finding it easy to use as well which is important.

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