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 are 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 …

How to distribute a PDF across teams

You can have one team in control of your documents and then use Document Functions to distribute those documents across teams with a few clicks. The user in charge of the distribution needs to have Admin permissions in the source and destination group. To distribute a doc…

Make a New Team

Teams are containers for all your document activity. Create one from your dashboard. Teams are an effective way to silo data and roll out Legalesign across departments and offices. To start, click on your Team name and then select 'Create new team' from the dropdown menu …

PDF distribution explained

To distribute a document from a team to another, ensure you have Admin permissions. This feature is particularly useful when you have a person in charge of creating documents that then need to be supplied in separate groups. Please note an Admin user can distribute documents…

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