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In the team-settings you can define if envelopes and/or templates are shared.

Creating a Team

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This chapter explains how to create teams for your organization. 

Following steps are necessary to create a team:

• Create a team record
• Choose a team leader
• Add team member to the team

Info
You can create more than just one team and you can also configure more level team structure. For more information please see the section Scenarios.

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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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