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  • Getting Started
    • Account Opening
    • Purchasing A Plan
    • Set Up Account
    • Adding A Digital Signature and Initials
    • Setting Permissions
    • Sending Your First Document Out For Signature
    • Self-Signing A Document
    • How A Recipient Signs A Document
    • How Does This Work
  • General
    • Managing Notifications
    • Handling PDF Copies
    • Customize date format and time zone
    • Set Up Branding
    • Set Acceptable Signature Types
    • How To Upload Documents
    • Password Protect Signing
    • Requesting Signer Attachments
    • Adding An Attachment To Requests
    • Ewitnessing A Document
    • Getting Documents Signed In Person
    • Tracking E-sign Requests
    • Handling Audit Trails For E-signatures
  • Users and Teams
    • Creating A Team
    • Invite New Users
    • Inviting New Team Members
    • Inviting New Members To A Sub-team
    • Sharing Documents With Team Members
  • Productivity
    • Creating A Template
    • Using A Template
    • Send Bulk Signature Request
  • Handling The Editor
    • Adding Object Fields
    • Resize, Remove, and Move Object Fields
    • Sign, Date, or Initial a Document
    • Setting Editor Layout
    • Approve or Disapprove A Document
    • Responsiveness of the Editor
    • Live Search Document
    • AI Powered Field Detection
  • Integrations
    • Integrations
    • Google Workspace Integration (DocEndorse Connect)
    • Connect With Office 365
    • Signing/Redacting Documents Within Microsoft Outlook
  • Collecting Payments
    • Connecting to Your Bank Account
    • Managing Your Payment Transactions
    • Preparing Documents To Collect Payments
    • Setting Up payments On Your Account
  • Managing Contacts
    • Adding A Contact
    • Editing or Deleting A Contact
  • Reports And Analytics
    • Get Reports
  • Managing Subscriptions
    • Managing Your Subscriptions
    • Cancelling Your Subscriptions
    • Updating Your Subscriptions
    • Updating Your Payment Method
  • Redact Documents
    • How to Redact A Document
    • Quickly Find and Redact Text
  • Managing Documents
    • Managing Your Documents
  • Using The Ai Agent
    • About Our AI Agent
    • Our Document Intelligence
    • Using the Ai E-sign Assistant

Inviting New Members To A Sub-team

Inviting new members to a sub-team can be done from your accountat DocEndorse. A user with either administrative or team manager permissions can invite new users to his/her team from DocEndorse provided that the account already has enough paid seats. To invite a new team member, you can go to the "teams" page and find the team that you want to add a member to, and from the dropdown options associated with the team, select either Add Member or Manage Teams. If Add Member is selected, a pop-up menu appears that allows you to enter an email address and a role for the invitee. After the submit button is clicked, an invitation is sent to the email address, where the recipient can either accept or reject the invite. Upon accepting the invite, the recipient then goes through the sign-up workflow. If you select Manage Team you will be redirected to the edit_team page, where you are able to enter an email for the invitee and press the "Invite A Member" button to send out the invite. If you do not have enough seats you will need to purchase more seats from the subscriptions page in settings [See Updating Your Subscription For how To Do This].

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