What is a team

Teams are a group of people in your company who can collaborate on projects with 

If you have created a company dashboard, you are able to invite your team so they can Upload, Sign, & manage documents on behalf of the company entity.

🧠 You do not need to invite External parties (ie. vendors, clients, recipients) for them to be able to sign a document.

Go to Settings

Open "Members"

Click "New Member"

Complete the form

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The Basics of Personal Documents