Articles about Teams and team settings

Brand emails and signing pages

You can brand all public facing aspects of the system (i.e. emails to signers and your signing page).  You need to be an admin user. **Emails** Go to 'Admin' and then 'Signer experience' .  At the top of that page you can add your logo and change the format of your outbou…

Brand your team admin site

Brand your admin site with your corporate colours. Everyone in the team will get the same theme when they access the team. Admin users only. Click Admin and then 'Name & Themes'. You can select three colours: i) for your top navigation background, ii) for the seconda…

How can I change the team or business name? (aka group name, account name)

You can change a team name anytime. In fact there are two potential names, one for internal view and one for external view. You must have administrator permissions.  Click on 'Admin'  > 'Name & Theme'. You will see two inputs at the top of that page called 'Name' and '…

How to create a new team

All your document upload and sending activity is contained within a "team" also known as a "group". Teams enable you to silo your data and roll out Legalesign effectively through different offices or departments. It only takes a few seconds to make a new team. The number of t…

Team networks and PDF distribution explained

Teams Network is a feature that sets up a 'parent/child' network between teams.  A parent team receives a feed of all the child team sent documents, can perform actions on its behalf, and can distribute documents to it. The teams network is a management tool; where you have man…

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