Establish Teams and Create Templates
Creating a team allows sharing of templates and documents within team folders.
For documents that will be sent multiple times to various people, creating a template in the team folder allows all team members access and the document doesn’t need to be recreated each time. Team members can copy or download templates from the team, but cannot edit or delete templates owned by another team member.
Team members can manually move their documents to a team folder for other team members to view.
Apply Signature Conventions
- To assist you when tracking your requests for signature, set a reminder that is appropriate for your needs (e.g., in x days) to encourage completion.
- Since some signatures are not always legible, provide a place on your document for not only the signature, but also the printed name. Additionally, it is good practice to include a date field for the signer.
- If you want to ensure the correct person is responding to your request for signature, consider using Advanced Options to apply a password before sending your documents for signature.Reminder: Never email passwords to signers.
- If you don’t want your sensitive signed documents retained in SignNow, consider storing them in an appropriate place on our protected U-M shared network or in the University's ITS Document Imaging system. Once stored, you should remove them from SignNow. This practice will further limit access to your documents.