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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 Team Members

Bringing in new team members to your account, or to a sub-team created within DocEndorse can be done directly from within DocEndorse settings. The process to invite team members differ based on the number of members you want to add and where you want to add them.

Invite Team Member

Users with administrative level permissions are able to invite others to join their account by using the Settings -> Users page. If you are interested in adding members to a sub team created within DocEndorse, and you have administrative permission for that team, you can use the "teams" page.

Invite Team Member

  • See Inviting New Members To An Account.

  • See Inviting New Members To A Sub Team.

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Whether you're handling 10 documents or 10,000, our AI-powered signing assistant will save you time, reduce errors, and close loops faster.

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