Use Advanced eSignature Options for Your Teams
How to manage teams with airSlate SignNow
Use the simple team management menu to review your team members, add new users to your team, access shared documents and templates, and assign team admins or owners.
Access your teams in one click
Click Teams toward the bottom of the left-hand sidebar in the airSlate SignNow web app.
Review your team and its shared assets
If you have already created at least one team, you will see it in the My Teams column. Select a team to view its members in the column to the right. You can see each member’s role and status next to their email address.
Above your teammate list, you will find folders with the team’s shared documents and templates. Click on any folder to open it and get instant access to the shared assets.
If you don’t yet have a shared folder, create one by clicking the Enable button in the Enable Shared Documents Folder box.
Manage your team with ease
To add a new member to a team, click the Invite User to Team button toward the top right corner of the screen and enter the user’s email address in the new dialog box.
To manage a specific team member, click on the ellipsis button next to their email address and select one of the following options:
- Add Team Admin: Promote a member to team administrator, who can add other users to the team (and to the owner’s airSlate SignNow subscription) as well as view all the documents of their team members.
- Remove from Team: Revoke access to a team for a specific member.
- Transfer Ownership: Turn a regular member into a team owner. Team owners are fully authorized to manage their team and the airSlate SignNow subscription, as well as edit shared templates.
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Collaborate effectively: use the use advanced options for your teams feature in airSlate SignNow
With airSlate SignNow, you can streamline your work and do far more than just eSign your forms. It also provides you with a smart and simple solution for effective collaboration between employees of one or several departments. Build a secure separate space for Sales, Finance, HR, etc., where you can create and store your team-related document templates; even set access restrictions for them. Take advantage of the use advanced options for your teams feature, sign, and share forms with your colleagues.
How to use the use advanced options for your teams feature:
- Log in to your airSlate SignNow account or register one if you still don’t have it.
- Click on the Profile icon at the top, right side of the screen and choose the Create Teams option from a dropdown.
- Add a custom name for your Team.
- Enter the emails of your group members into the Email to Invite field.
- Allow the admin to view your group’s documents by putting a checkmark or restrict them from reading your group templates by leaving the field unchecked.
- Click Add Team to create it.
- Add more crewmembers and build new common spaces for them with the relative buttons.
- Upload a document, edit it, insert fillable fields like the Signature Field, and save it.
- Select the record with a tick mark, and then, click More -> Make a Template. Rename it accordingly.
- Go to the Templates folder in the left-hand menu, choose the one you want to share with your group members. Click More -> Move -> select the corresponding common folder -> Move Here.
- Go to the Team’s Templates folder and invite your members to sign it.
Level up your cooperation within your company and boost its productivity, using the use advanced options for your teams option and other airSlate SignNow go-to features. Upload and edit documents, generate common templates, share them within your department, and collect eSignatures in a matter of clicks. Try out its benefits now!
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Electronic Signature FAQs
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How do I assign signer roles?
Open your document in the editor and click Edit Signers in the menu on the left. Then, click on the silhouette icon below the email field, enter a signer’s email address, and hit Save Signers. Alternatively, you can click on any field in a document, open the Role dropdown on the right, and select Add Role. In a new dialog box, enter another signer’s name and click Add New Role. -
How do I organize documents inside my account?
With airSlate SignNow, you can create any number of folders and store your documents inside. Folders are easy to browse, and you can easily manage them in the dashboard. To create a folder, click New Folder on the sidebar to the right of the dashboard when none of your documents are selected. Enter the new folder name in the popup and hit Add Folder. -
How do I browse my documents in the airSlate SignNow dashboard?
Browse your folders in the navigation panel on the left side of the dashboard. You can quickly open your inbox and outbox to see the documents you sent for eSignature or have received, or you can go to your Templates, Archive, Trash, or other folders. Inside folders, you can sort your documents by different parameters or change to view mode using the control panel at the top. -
How do I add a fillable field to a document?
Open your document in the airSlate SignNow editor and select the fillable field you need from the toolbar on the left. Then, click anywhere on the document to place the field. You can adjust its size and placement as needed. When finished, click OK. -
How do I eSign documents on Android?
Install the airSlate SignNow app for Android from the Google Play Market. Upload your document to airSlate SignNow, tap on it, and select Open in Editor. Go to the Tools tab in the bottom toolbar and tap Signature. Then, tap anywhere on the document to drop your signature. To save your document, tap the checkmark icon in the top right corner of the editor’s interface. -
How do I configure a signing order for my document?
Click Edit Signers in the editor. In the pop-up, click on the Signing Step 2 area to create a new signing step. To add a third signing step, click Signing Step 3, and so on. Enter signer emails for each signing step. Drag and drop signers to move them between signing steps. When finished, click Save Signers. -
How do I send a document to someone to sign?
Upload a document to your airSlate SignNow account and click Invite to Sign. You can also send a document for signing as a freeform (without fillable fields) or share it via a signing link. -
How do I delete a team?
Go to the team management menu (the Teams tab in the left-hand sidebar of the airSlate SignNow web app), select a team, click on the gear button toward the top right corner and select Remove Team. -
How do I send documents for signing?
Upload a document to airSlate SignNow and open it in the editor. Select Signature Field in the left-hand sidebar and click anywhere on the document to place a signature field. Then, click Invite to Sign in the top right corner of the screen, enter the recipient’s email address, and hit Send Invite. -
Is an airSlate SignNow account free?
Lastly, airSlate SignNow will be offering its users a free edition of its platform, in which they can sign up for a free account and receive 5-free \u201csends\u201d (documents sent and signed) per month, with no credit card required. -
Is airSlate SignNow included with Creative Cloud?
No. Creative Cloud for enterprise plans include Acrobat Pro DC, which includes eSign capabilities for individual users only. These solutions are available separately in airSlate SignNow Document Cloud for business or enterprise plans. -
Is airSlate SignNow part of the Creative Cloud?
airSlate SignNow is part of the Document Cloud with Acrobat. These are separate from the Creative Cloud. -
Does airSlate SignNow come with Creative Cloud?
No. Creative Cloud for enterprise plans include Acrobat Pro DC, which includes eSign capabilities for individual users only. These solutions are available separately in airSlate SignNow Document Cloud for business or enterprise plans. -
Is Acrobat included in Creative Cloud?
Many Creative Cloud plans include Acrobat Pro DC desktop software, plus the corresponding set of airSlate SignNow Document Cloud services. -
Does Acrobat DC include airSlate SignNow?
Sign from anywhere. Every subscription to Acrobat DC now includes airSlate SignNow and Acrobat DC comes with a redesigned and simplified way to send documents for signature. In addition, people can now sign PDFs electronically in airSlate SignNow Reader. -
Are airSlate SignNow signatures legal?
eSignatures have gone global. Electronic signatures are legal, trusted, and enforceable in industrialized countries around the world. Laws can vary, but airSlate SignNow makes compliance simple. -
Is airSlate SignNow included in Creative Cloud?
The Creative Cloud All Apps plan includes all desktop applications that are part of the airSlate SignNow Creative Cloud suite. This includes Acrobat Pro, Photoshop, InDesign, Illustrator, Dreamweaver, Premiere Pro, and many other applications. ... Instead, you should apply for an Acrobat Pro license.
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