Manage Multiple Teams on iOS

Managing multiple teams on your iPhone has never been easier with SignNow’s iOS app. Whether you’re a team admin overseeing several departments or a member collaborating on different projects, SignNow empowers you to create, organize, and manage teams directly from your mobile device. This guide walks you through every step — from creating new teams and adding members to enabling shared folders and moving documents for seamless collaboration. With intuitive controls and robust features, you can keep your teams productive and your workflows efficient, all while on the go.

Understanding Teams in SignNow for iOS

Teams in SignNow are designed to streamline collaboration by grouping users together, allowing them to share documents, templates, and manage workflows efficiently. Each team can have its own set of members, shared folders, and document access rules. On iOS, you can easily switch between teams, manage team settings, and monitor activity, making it ideal for organizations with multiple departments or project groups. Roles within teams include Owners, Admins, and Members, each with specific permissions to ensure secure and organized document management. This structure ensures that sensitive documents remain accessible only to the right people, while still enabling broad collaboration where needed.

Creating a New Team on iOS

Setting up a new team on your iPhone is a straightforward process in the SignNow app. Start by tapping the Teams option in the main menu. You’ll see a list of your existing teams, and from here, you can add a new one by tapping the plus (+) icon in the top right corner. This opens a form where you can enter your team’s name and add members by their email addresses. Once you’ve filled in the details, tap the checkmark to save and create your team. This intuitive workflow ensures you can quickly organize your colleagues or departments into distinct teams, ready for collaboration.

Adding and Managing Team Members

Once your team is created, you can easily add more members or manage existing ones. To add a new member, open your team and tap the plus (+) icon, then enter the member’s email address and confirm. Each member can be assigned a role — Owner, Admin, or Member — which determines their permissions within the team. Owners and Admins can invite or remove members, promote or demote roles, and manage shared folders. Members can share documents and templates but cannot change team settings. You can also monitor the status of invitations, seeing which members have accepted or are still pending. This granular control ensures your team remains organized and secure.

Enabling and Using Shared Team Folders

Shared team folders are essential for collaborative work, allowing all team members to access and contribute to common documents and templates. To enable shared folders, navigate to your team’s settings and toggle the Enable Team Documents option. Once enabled, new folders such as Documents: My Team and Templates: My Team will appear in your menu. These folders are visible to all team members, making it easy to store, find, and work on shared files. Shared folders help centralize your team’s resources, reduce duplication, and ensure everyone is working with the latest versions of documents.

Moving Documents and Templates to Team Folders

To maximize collaboration, you can move existing documents or templates into your team’s shared folders. Start by navigating to the Templates or Documents section in the app menu. Select the file you want to move, tap Move, and then choose the appropriate team folder as the destination. This action makes the document accessible to all team members, streamlining workflows and ensuring everyone has the information they need. The folder navigation interface is intuitive, with clear categories for personal and team content, making it easy to organize your files.

Viewing Team Activity and Member Status

As a team admin, staying informed about your team’s activity is crucial. Within each team, you can view a list of members along with their roles and invitation statuses. The interface clearly displays who has accepted their invitation and who is still pending, allowing you to follow up as needed. You can also monitor document activity within shared folders, ensuring that everyone is contributing and that important files are up to date. This visibility helps maintain accountability and keeps your team aligned on shared goals.

Deleting a Team on iOS

If you need to remove a team, SignNow makes the process simple and secure. Navigate to the Teams folder, select the team you wish to delete, and tap the cross (X) icon in the top right corner. A confirmation prompt will appear to prevent accidental deletions — simply confirm your choice to permanently remove the team. This action ensures that only authorized users can delete teams, protecting your organization’s structure and data.

Frequently Asked Questions

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