Teams

Teams

You can use Teams to share workflows with other colleagues. They then have the same access as you and can stand in for you when you are on holiday, for example. Please make sure that your subscription is activated for Teams.

Open Teams function

Step 1: Open the "Teams" tab within your SIGN8 app.



Step 2: In this overview, you can see all the teams that you have created or of which you are a member. If you have administration rights for the teams, you can edit or delete the team.

If you are only a member of a team, you can only view the team. The buttons for these actions can always be found on the right-hand side of the table row.

    Do you need further support?

      • Related Articles

      • Sealing teams

        As soon as your seal has been issued, we will create seal teams for you. You can use these teams to authorise other people to use the seal. The functions are identical to the other teams. Seal teams Step 1: Call up the "Teams" function in your SIGN8 ...

      • Create a team

        Create a team Step 1: Open the "Teams" tab within your SIGN8 account and click on "New Team". Step 2: First enter a name and a description of the team. Step 3: Then add the members of the team. They must have a SIGN8 account and be part of your ...

      • Create templates

        You can create templates in a similar way to "normal" workflows. Please note that templates are available from the Business subscription onwards. In this tutorial, we have recorded step by step how you can proceed when creating templates. ...

      • Workflows without template

        In SIGN8, a workflow is a signature process that contains at least one document and one recipient. This chapter describes how you can create a new workflow without a template. If you want to use a template, you can look at this chapter. You can learn ...