How to create fillable checklists that a team can collaborate on
In signNow, an admin can create a template, but other members can only fill it out, share, and
sign it. In order to add a fillable checklist, an admin needs to create it using the built-in
editor and move the document to the team’s folder. To do this easily, click More next to the
document, select Move, and specify the name of the folder where you want to transfer it. Once
the checklist has been shared, the team can see it in the folder and fill it out.
How to manage the team Dashboard
As an admin, you can easily manage all documents, invite and remove people from the team. Also,
on the Dashboard, you can delete a group or transfer ownership to any other member and leave. To
find information about shared forms and contracts, click on your profile icon and select View
Teams. From there, you can get to any Shared Folder (Documents, Templates, Group Documents).
When you create a team, check the box. It helps you view all members’ forms, including deleted
ones, simply by clicking the three dots next to participants’ emails and selecting View
Documents.
How to create an eSignature
Using signNow, you can create a legally-binding signature online hassle-free. Even if you don’t
have an account, you can eSign any form whenever you receive a signature request from someone
who does have an account. Open the document and click on the Signature field. Then in the pop-up
window, choose how you’d like to create your eSignature. Type, draw, or upload a picture. The
solution is available for both smartphones and computers, meaning you can use signNow no matter
your work setup. ESign using a touchpad, mouse, or a finger. Click Done to finish the signing
session.
How to use advanced options
Advanced Options help you configure an extra level of authentication. Add a password, set an
expiration date, request payment, and create reminders. To use additional settings when sending
a document, сlick Invite to Sign-> Advanced Options. Choose which authentication method suits
you best: using an SMS, password, or a call. Indicate how much time a recipient has to complete
this document and how often reminders should be sent. Use the Redirect after Signing feature to
take your recipient to the specified webpage. To send a payment request, you just need to tick
the box in the Payment Settings section and indicate the amount and the payer. But make sure you
connect your Stripe account. All settings are saved automatically after you click Send Invite.
How do you create teams in signNow?
The team collaboration feature empowers you to manage both your and your colleagues’ documents,
sign, and send them across an entire group of people. To create a team, log in to your signNow
account and select Create Team by clicking on the profile icon in the top right corner. In the
pop-up window, create a name for your team and the emails of those you want to invite. You can
also prohibit or allow an admin to view members’ documents by checking or unchecking the
appropriate box. Create teams for all departments within your organization to build a robust
environment and smooth eSignature workflows.
How to share a template in signNow
If you want to share templates that your colleagues can copy, download, and fill out, you should
create a team in signNow. You can invite any number of people just by entering their email
addresses. Once you’re done, Shared Documents and Template Folders automatically appear in your
account. All forms you upload are visible to all members. To share any of your forms, turn it
into a template and select a folder by clicking More->Move to Team’s Templates Folder.
How to create a signing request
As soon as you’ve finished editing a form, added fillable fields, and saved all the changes, you
can send it out for signing. Click Invite to Sign and add your recipients’ email addresses. To
avoid confusion and mistakes, create a signing order for two and more recipients. Optionally,
you can customize the signature invite by creating a personalized message. Adjust Advanced
Options to set an expiration date and reminders, request payment, add a second layer of
authentication, and so on. Click Send Invite to email a signing request.
How to request a signature on documents in Microsoft Teams
You can build an eSignature workflow in Microsoft Teams using signNow. Install the app from the
Teams Marketplace and proceed to create a signature request. Open the signNow chatbot and upload
a template or choose from existing ones. Click Invite to Sign and enter the recipient’s email.
Using this built-in solution, you can track documents’ status and export even more forms and
drafts from the cloud.
How to save a shared template in Google Drive
It doesn’t matter what your role on the team is. Both an admin and a regular team member can
download a template or document located in Shared Folders. To download a template, go to your
team’s Shared Templates Folder and click Download near the document you want to save. Manage the
template as you want, send it out, or upload it to the cloud. To make it even easier, a group
can connect a Google account and set up signed documents to be automatically exported.
How to store a signature to use in your email?
All signNow features are designed to reduce the time you spend on repetitive work. Integration
with Gmail makes things easier for you. Add the extension to your inbox and, as soon as you
receive a signing request, sign a document in clicks and send it back.
