How to create a team

How to create a team

Think of teams like a folders. If you add a user to a team they will have access to the documents created and signed within that team. 

You can create multiple teams with different users in order to filter which team members see which documents. You can also have multiple teams of 1(yourself) in order to separate groups of documents. 

To create a team, click your name in the top right hand corner and select [CREATE TEAM] in the dropdown.

Name your team and [SAVE]. 

Once saved you can then add other team members or to go to your document list to upload your first document. 

The team name will always appear at the top of the document list so you can see which team you are working in.