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Overview
Figure | Description |
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Image RemovedImage Added | - Create a new team
- Add a team member
- Available teams
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First, create a new team in your organization in Settings -> Team. Just click on the “New Team” button to add a new team to your organization. For a new team you need a team name and a team leader. See also the following figure:
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After creating your team you can find it in the section teams like it is shown in the next figure:
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Info |
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Note: For each team you can define the following settings: - Allow sharing of envelopes between all members of a team
- Allow sharing of templates between all members of a team
Please see the following figure, which shows you where you can find those settings: Figure | Description |
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| - Team Settings
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Info |
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Please note: The member must be dragged onto an existing member! |
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After adding team members to your team you can find a filter "By a team member" in the section Documents in Signed and Sent. Please see the next figure:
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Please also see a complete process in the following video:
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name | Team Video.mp4 |
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width | 1000 |
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height | 500 |
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Remove team member
Removing a team member is simple. Just move over it and a delete icon appears.
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Sharing Envelopes / Drafts / Templates within a Team
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| No sharing | Sharing |
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| Team leader | Team member | Team leader | Team member |
Envelopes | Image RemovedImage Removed |
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Templates | |
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Bulk | Image RemovedImage Removed |
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Draft |
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For more information of sharing envelopes in a team please also have a look at the next chapter “Scenarios“.
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In this scenario everyone has access to documents sent by others:
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No sharing in team
In this scenario everyone has access to his/her own sent documents, except the team lead has access to sent documents of the complete team.
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In two teams
Person C is in two teams and has two team leads. Documents of Person D cannot be seen by Person B. In that case Team 1 has sharing enabled and shares all sent documents. In Team 2 sharing is not enabled and does not share documents. Both team leaders have access to sent documents of Person C.
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In two teams and sharing
Person C is in two teams and has two team leads. Team leaders have again full access to all documents of their team and all documents of Person C.
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More level with split teams
In this scenario you can see that everyone in Team 1 has access to documents of the other team members A, B and C. Team 2 cannot see documents from Team 1 and also Team 2 members cannot see Team 2 members documents. Lead of Team 1 has only access to the documents from the members A, B and C. Lead of Team 2 has access to the documents of the members D, E and F. The “head of” has access to all documents.
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More level within one team
In this scenario only the leaders of the teams have access to the members. Therefore, lead of Team 1 has access to the documents of the members A, B and C. Lead of Team 2 has access to the documents D, E and F. The Team members do not have access to other Team members documents. The “head of” has access to all documents.
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More level within one team and sharing
Everyone has access to all documents in Team 1 and everyone in Team 2 has access to documents of team members of Team 2. But, Team 2 has no access to the documents of Team 1. This applies also to the team leader.
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More level with sharing between teams
In this scenario person C is in both teams and therefore every team member can see the documents of other team members. For example: Person A can also see the documents of Person E although both are not in the same team. Lead of Team 1 can see the documents of his/her team members but cannot see the documents of the “head of”. Same configuration for the lead of Team 2.
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More level team configuration in the UI
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Resulting team structure
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