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Overview

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

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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Info
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 Image Modified   Team Settings

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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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:

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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