Manage shared templates
How to Create Teams and View Shared Templates?
SignNow enables you to create multiple teams within your organization so you can easily share document templates with colleagues. Experience greater control over your organization by tracking and managing what team members are signing with SignNow’s shared templates.
To get started, upload the document you want to share to your SignNow account by clicking the Upload Document button.
Before creating a team, you must first create a template from the document you’ve just uploaded. Only a template can be used to create a team. Click on the More button on the right and select Make Template.
In the window that opens next, enter the name of the template and click Create Template.
A copy of your document will appear in the Templates folder.
Once a document template has been created, click on Create Team in the bottom left corner of the page.
Type the name of the team and add the email addresses of the people you want to invite to the team in the window that appears next. Click Add Team.
Once a team has been created, click Back to My Documents.
Click on your folder in the Shared Templates section. Review the three steps for moving templates to your team and making them visible to all members.
Proceed to the Templates folder. Click on the More button next to the template you need to move and select Move.
Select your team’s folder and click Move Here.
Return to your folder and confirm that the shared template has already appeared in this folder and can be viewed by all team members.
Add more shared templates following the same instructions and organize your document workflow more efficiently.
Besides making my signature look better than normal, the app was easy to use and intuitive.