Use Organizational Dashboard for eSignature to Manage Teams

With the organizational dashboard, you can easily monitor your Enterprise accounts' activity and manage multiple teams. Organize your teams and processes with signNow.

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How to use the signNow organizational dashboard

The Organization Admin Panel allows you to manage document turnover for all 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 signNow web app.

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Choose your organization.

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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.

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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.

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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 signNow. Click the Edit button to change the text.

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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 signNow. Teammates who already have their accounts will also automatically join the team.

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Manage additional organization settings

In the Org Settings tab, you can set a few other options that will apply to all 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.

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Review team templates

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

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Manage your cloud data providers

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

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Manage your payment methods

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

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Ability to use organizational dashboard to manage teams

signNow is of great help when you want to use organizational dashboard to manage teams. Up your productivity with document workflow automation and minimize the time you have to spend managing documents.

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Kodi-Marie Evans
Director of NetSuite Operations at Xerox
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
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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Digital marketing management at Electrolux
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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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 use organizational dashboard to manage teams.
Stay mobile while eSigning
Install the signNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and use organizational dashboard to manage teams later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate signNow into your business applications to quickly use organizational dashboard to manage teams without switching between windows and tabs. Benefit from 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 use organizational dashboard to manage teams and include a charge request field to your sample to automatically collect payments during the contract signing.
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  • Enterprise-grade security. signNow helps you comply with global security standards.
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Collaborate effectively: use the use organizational dashboard to manage teams feature in signNow

With 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 organizational dashboard to manage teams feature, sign, and share forms with your colleagues.

How to use the use organizational dashboard to manage teams feature:

  1. Log in to your signNow account or register one if you still don’t have it.
  2. Click on the Profile icon at the top, right side of the screen and choose the Create Teams option from a dropdown.
  3. Add a custom name for your Team.
  4. Enter the emails of your group members into the Email to Invite field.
  5. 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.
  6. Click Add Team to create it.
  7. Add more crewmembers and build new common spaces for them with the relative buttons.
  8. Upload a document, edit it, insert fillable fields like the Signature Field, and save it.
  9. Select the record with a tick mark, and then, click More -> Make a Template. Rename it accordingly.
  10. 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.
  11. 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 organizational dashboard to manage teams option and other signNow go-to features. Upload and edit documents, generate common templates, share them within your department, and collect eSignatures in a matter of clicks. Experience its advantages now!

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Get signatures on any document, manage contracts centrally and collaborate with customers, employees, and partners more efficiently.

How to Sign a PDF OnlineHow to Sign a PDF Online

How to fill out and eSign a PDF online

Experience the fastest approach to use organizational dashboard to manage teams. Stay away from paper-based workflows and manage documents right from signNow. Edit and send out your forms from the office or easily while on the go. No installing or extra application needed. All features are available online, go to signnow.com and configure your personal eSignature flow.

A short instructions concerning how to use organizational dashboard to manage teams within minutes

  1. Make a signNow account (in the event you haven't signed up yet) or sign in with your Google or Facebook.
  2. Simply click Upload and select your PDFs.
  3. Make use of the My Signature to insert your unique signature.
  4. Change the document in a powerful PDF with fillable fields.
  5. Fill out your form and then click Done.

When done, send out an invite to sign to several users. Receive an enforceable contract within a few minutes employing any gadget. Find more functions for creating significant PDFs; insert fillable fields use organizational dashboard to manage teams and collaborate in groups. The eSignature service gives a protected process and operates based on SOC 2 Type II Certification. Be sure that all your data are protected and therefore no person can change them.

How to Sign a PDF Using Google ChromeHow to Sign a PDF Using Google Chrome

How to eSign a PDF in Google Chrome

Searching for a service to use organizational dashboard to manage teams directly from Chrome? The signNow extension for Google is here to help you. Get a PDF template and right from the internet browser very easily open it up with the editor. Insert fillable fields for text and signature. eSign the PDF template and send out it safely and securely based on GDPR, SOC 2 Type II Certification and more.

Employing this quick how-to guide below, expand your eSignature workflow into Google and use organizational dashboard to manage teams:

  1. Check out the Chrome web store and select the signNow extension.
  2. Click on Add to Chrome.
  3. Sign in to your account or register a new one.
  4. Add a PDF and click Open in signNow.
  5. Alter the PDF file.
  6. eSign the PDF file making use of the My Signature instrument.
  7. Click Done to save the edits.
  8. Encourage other participants to sign by clicking Invite to Sign and choosing their emails/names.

Make a signature that's built in to the processes to use organizational dashboard to manage teams and have PDFs eSigned within minutes. Say goodbye to the piles of paper reports sitting on your desk and start saving money and time for additional important activities. Selecting the signNow Google extension is a smart practical option with a lot of advantages.

How to Sign a PDF in GmailHow to Sign a PDF in GmailHow to Sign a PDF in Gmail

How to eSign an attachment in Gmail

If you're like the majority of, you're used to downloading the PDFs you receive, printing them out and after that signing them, correct? Okay, we certainly have very good news for you. Signing PDFs inside your inbox became a lot easier. The signNow add-on for Gmail allows you to use organizational dashboard to manage teams without leaving your mailbox. Do everything that you need; add fillable fields and send signing requests in a couple of clicks.

The best way to use organizational dashboard to manage teams in Gmail:

  1. Find signNow for Gmail in the G Suite Marketplace and then click Install.
  2. Log in to the signNow profile or create a new one.
  3. Open up your email with the PDF you should eSign.
  4. Click on Upload to save the document to your signNow account.
  5. Click on Open document to open up the editor.
  6. eSign the PDF file using My Signature.
  7. Send a signing links to the other participants using the Send to Sign option.
  8. Put in their email address and press OK.

As a result, all participants will get notifications letting them know to eSign the document. No reason to download the attachment repeatedly, just use organizational dashboard to manage teams in a couple of clicks. This add-one is ideal for users who choose working on more important goals rather than burning time for nothing. Boost your daily routine with the award-winning eSignature solution.

How to Sign a PDF on a Mobile DeviceHow to Sign a PDF on a Mobile DeviceHow to Sign a PDF on a Mobile Device

How to sign a PDF on the go without an application

For many solutions, getting deals accomplished on the go means installing an app on your phone. We're pleased to say at signNow we've produced singing on the go more quickly and simpler by eliminating the necessity for an app. To eSign, open up your browser (any mobile browser) and take immediate access to signNow and its effective eSignature instruments. Edit docs, use organizational dashboard to manage teams and a lot more. No installation or extra software necessary. Close your offer from just about anywhere.

Have a look at our easy guide that teach you how to use organizational dashboard to manage teams.

  1. Start your browser and go to signnow.com.
  2. Sign in or create a new account.
  3. Upload or open the PDF file you need to modify.
  4. Add fillable fields for text, eSignature and date.
  5. Draw, type or upload your eSignature.
  6. Click Save and Close.
  7. Just click Invite to Sign and put in a recipient's email if you need others to eSign the PDF.

Working on documents with smartphone is the same as with a laptop: make a reusable template, use organizational dashboard to manage teams and manage the flow as you would generally. In several minutes, get an enforceable agreement that you can download to the device and send out to others. But, if you truly want an application, download the signNow mobile app. It's comfortable, quick and has a great design. Enjoy smooth eSignature workflows from your business office, in a taxi or on an airplane.

How to Sign a PDF on iPhoneHow to Sign a PDF on iPhone

How to sign a PDF file employing an iPad

iOS is an extremely popular operating system full of native instruments. It enables you to eSign and modify PDFs making use of Preview without the additional software. However, as excellent as Apple's option is, it doesn't offer any automation. Improve your iPhone's functionality by benefiting from the signNow application. Utilize your iPhone or iPad to use organizational dashboard to manage teams and a lot more. Bring in eSignature automation to the mobile workflow.

Inserting your signature on an iPhone has never been so easy:

  1. Find the signNow application in the AppStore and set it up.
  2. Create a new profile or log in along with your Facebook or Google.
  3. Simply click Plus and add the document you wish to sign.
  4. Click in the document exactly where you want to place your signature.
  5. Explore other functions: put in fillable fields or use organizational dashboard to manage teams.
  6. Click on Save button to make the adjustments.
  7. Send your documents via mail or a singing link.

Take a professional PDFs from your signNow application. Get the most from your efforts and work from just about anywhere; at home, work, on a bus or plane, as well as at the beach. Handle an entire PDf file workflow easily: make reusable templates, use organizational dashboard to manage teams and work on PDF files with business partners. Transform your device into a highly effective company for closing contracts.

How to Sign a PDF on AndroidHow to Sign a PDF on Android

How to eSign a PDF Android

For Android users to deal with contracts using their smartphone, they should install extra software program. The Play Market is substantial and plump with options, so finding a great app isn't too difficult when you have time for you to search through a huge selection of applications. To save efforts and stop disappointment, we advise signNow for Android. Store and edit PDFs, generate signing roles, as well as use organizational dashboard to manage teams.

The 9 simple steps to optimizing your mobile workflow:

  1. Open up the mobile app.
  2. Log in with your Facebook or Google profiles or register if you haven't authorized already.
  3. Click + to add your record with your camera, internal or cloud storages.
  4. Touch just about anywhere on your PDF file and put your eSignature.
  5. Click OK to agree and eSign.
  6. Try out more editing functions; put graphics, use organizational dashboard to manage teams, create a reusable template, and so on.
  7. Simply click Save to apply alterations as soon as you finish.
  8. Download the PDf file or send out it through email.
  9. Make use of the Invite to sign function if you wish to set up & send out a signing link to users.

Transform the mundane and monotonous work into easy and smooth together with the signNow app for smartphone. eSign and share documents for eSignature from just about anywhere you're connected to the internet. Generate professional-looking PDFs and use organizational dashboard to manage teams with a few clicks. Created a faultless eSignature process using only your mobile phone and enhance your total productivity.

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What active users are saying — examples of dashboards for management team

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I couldn't conduct my business without contracts and...
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Dani P

I couldn't conduct my business without contracts and this makes the hassle of downloading, printing, scanning, and reuploading docs virtually seamless. I don't have to worry about whether or not my clients have printers or scanners and I don't have to pay the ridiculous drop box fees. Sign now is amazing!!

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Jennifer

My overall experience with this software has been a tremendous help with important documents and even simple task so that I don't have leave the house and waste time and gas to have to go sign the documents in person. I think it is a great software and very convenient.

signNow has been a awesome software for electric signatures. This has been a useful tool and has been great and definitely helps time management for important documents. I've used this software for important documents for my college courses for billing documents and even to sign for credit cards or other simple task such as documents for my daughters schooling.

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Anonymous

Overall, I would say my experience with signNow has been positive and I will continue to use this software.

What I like most about signNow is how easy it is to use to sign documents. I do not have to print my documents, sign them, and then rescan them in.

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Frequently asked questions

Learn everything you need to know to use signNow eSignatures like a pro.

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How do you generate a document and apply an electronic signature to it?

The easiest way is to use signNow. The platform allows you to upload a document and apply your eSignature to it in just a couple of clicks. Select the My Signature element from the left-hand toolbar and drag and drop where you want/need it. Confirm its placement by clicking OK. Once it’s placed, create a unique eSignature by drawing one, typing your full name, or uploading a picture of your handwritten one. You can also send a sample for signing to recipients and have the ability to apply more than just your legally-binding electronic signature.

How do I add an electronic signature to a Word document?

You can add electronic signatures to a Word document using the Drawing tool. According to US law, every eSignature you add in Word is recognized as an official electronic signature. Still, this method won't be suitable for many industries that include sensitive data or complex signature workflows. To keep your documents secure and avoid possible problems, consider uploading a Word document for signing to signNow and use its tools for a much more secure and trustworthy signing experience.

How do I create and add an electronic signature in iWork?

Users don’t have the ability to create or add electronic signatures in iWork programs like Pages and Numbers like you can do in Word. If you need to eSign documents on your Mac, use Preview, installed software, or a web-based solution like signNow. Upload a document in PDF, DOCX, or JPEG/JPG format and apply an electronic signature to it right from your account.
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