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If a person is in two teams (Team A & Team B) and sharing is enabled, the envelopes of Team A are not visible to Team B (and vice versa). [Note: changed behavior with eSAW 3.5, before it was able to be shared across both teams]. |
Overview
Figure | Description |
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| - Create a new team
- Add a team member
- Available teams
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Add new Team Dialog
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Removing a team member is simple. Just move over it and a delete icon appears.
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Creating a Team
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
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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. |
Create team record
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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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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Add team member
By After creating the team you can now add team members. Just drag and drop the “Team Member” to your existing team/team leader to add a new member onto to your selected team. You have to select which user should be added to the team.
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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.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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