Use Organizational Dashboard to Manage Teams Effectively

The Organization Admin Panel allows you to manage document turnover for all airSlate SignNow users within your enterprise as well as keep track of the activities and assets of your team. The organizational dashboard is only available to users who have an Enterprise subscription.

Get started with the click of a button

Select Organization Admin Panel towards the bottom of the left-hand sidebar of the airSlate SignNow web app.

Choose your organization.

Check out your organization’s activity stats

In the Dashboard tab, you can find various quantitative data about your organization’s document turnover (for example, the overall number of documents stored, the number of users who signed documents or who sent signing invites, and more).

To view more details, click on a user’s email address.

You can set up a date filter to see the stats for a specific period. To do so, enter a date range using the Beginning Date and End Date boxes.

Search for documents

Go to the Document Search tab to find a specific document shared by your organization. Enter your keywords in the search box and click Search.

All documents that match your search request will be displayed in the table below. Click on any document to download it or view its history.

Edit the email template footer

In the Email Template tab, you can edit the footer text that appears in every signing invite your organization sends via airSlate SignNow. Click the Edit button to change the text.

Set your organization’s team

Head over to the Team Settings tab and choose your default organization team from the dropdown. Your colleagues will automatically be added to this team once they register for airSlate SignNow. Teammates who already have their accounts will also automatically join the team.

Manage additional organization settings

In the Org Settings tab, you can set a few other options that will apply to all airSlate SignNow users within your organization. Here you can restrict mobile web app usage, enable or disable the Drawloop for Salesforce integration, restrict team invites by selected team admins, or toggle the document wizard feature.

Review team templates

Check out the Team Templates tab to view all your shared templates.

Manage your cloud data providers

Open the Cloud Storage tab to review and manage your cloud integrations. With airSlate SignNow, you can export documents to any platform on the list. To enable the integration, click Connect next to the cloud provider you use.

Manage your payment methods

If you request payments upon signing documents, connect your preferred payment method in the Merchant Account tab.