Articles about Teams and team settings
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 '…
Reminder schedules are the most efficient way of ensuring your signatories action your document.
Reminder schedules can be set to fit different documents or Parties. Get started quickly by selecting to 'just send' the reminder email and choosing a frequency to send them, e.g.…
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…
Teams are containers for document activity and users. 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…
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…