How to add a team for your Franchise

Before you send any documents, we advise you to create a team and invite other users in your franchise to this team You will all be able to see the documents sent and signed within this team. 

To create a team, click the drop-down in the top right hand corner and select  [CREATE TEAM]

Name your team and  [SAVE]. 

Once saved you can then  add other team members.

The team name will always appear at the top of the document list.