Departments

A department is a group of users whom can sign the same signature block. A department is a great option if you have agreements that only require one person to sign but you have many people whom can sign. With a department you can also control whom gets the email notifications allowing you to set up back-up signers.

Only Company Administrators can create department groups and add/remove users from those groups.

Creating a Department Group

Creating a Department Group

When you open Manage Users and select a company, you can see the department groups that are already present. By default, all companies have the department “All” which contains everyone whom is part of the company in Agreement Express (including signers).

To add a department group, click the Add Department button below the list of department groups, in the pop-up enter in the name you would like to use and click ok. The department group will automatically be added to the list. Only letters and numbers are allows in the department names. To separate words you can use an underscore (ex/ tech_support).

To remove a department group, select the group from the list and click on the Delete Department. Once a department is deleted, any outstanding agreements can no longer be signed.

Adding/Removing Users from a Department

Adding/Removing Users from a Department

A department group is created empty. To add users, you can either select the user from the “All” users list and drag them over the department name in the list or select the user or click the Add User to Department at the bottom. You will then receive a confirmation message. To remove a user, select the user from the department group user list and click the Delete User from Department at the bottom. Click OK on the pop-up and the user list will automatically update and remove the user.

Toggling Email Notifications

Toggling Email Notifications

By default, email notifications are turned off. You can turn on email notification for specific users by going to the department user list and clicking on the red x beside their name. A green checkmark will appear to confirm email notifications have been turned on.

Adding a department signature to a Document

Adding a department signature to a Document

After you've dragged a signature block onto the document, in the Assign Signer panel, select 'Department' as the Signer Type and then select which department to use. A department signature can be customized much the same way as an individual signature including setting the signing group/level and making fields editable by the department signer only.

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