ViewSign Cloud User Guide Introduction: Difference between revisions

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Created page with "=Basic Concepts= ==Organization, User, Roles and Teams== ==Workflows== =Registration and Login= =User Interface= ==Compact View== Category:ViewSign Category:V..."
 
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=Basic Concepts=
=Basic Concepts=
eSignAnyWhere is a platform for electronic signing of digital documents. You can send out documents (in form of envelopes) to recipients for signing, acknowledge or receiving a copy.


==Organisation, User, Roles and Teams==
An eSignAnyWhere Organisation (initial account) can exists of:


==Organization, User, Roles and Teams==
*'''Organisation''': The user, who creates the initial account, will also create the organisation. The organisation exists of one to many users (e.g. similar to a company).
 
*'''User''': A user is always part of an organisation. You can add users to your organisation (depending on your license and select plan).
*'''User-Role''': The user-role defines the rights of the user in the organisation. The role “user manager” is an administrator of the organisation, the “power user” is a user, who can send envelopes for signing. The “registered signer” can use eSignAnyWhere as a signing platform to sign his/her documents and can use it as an document inbox. For more information please have a look at the roles and permissions guide.
*'''Teams (optional)''': Teams are a subset of users of your organisation. Within the team you can define some special rights (e.g. manage sent envelopes of your team members) and define a team leader, who always accesses the envelopes of her/his team.


==Workflows==
==Workflows==


=Registration and Login=
=Registration and Login=

Revision as of 10:01, 29 July 2020

Basic Concepts

eSignAnyWhere is a platform for electronic signing of digital documents. You can send out documents (in form of envelopes) to recipients for signing, acknowledge or receiving a copy.

Organisation, User, Roles and Teams

An eSignAnyWhere Organisation (initial account) can exists of:

  • Organisation: The user, who creates the initial account, will also create the organisation. The organisation exists of one to many users (e.g. similar to a company).
  • User: A user is always part of an organisation. You can add users to your organisation (depending on your license and select plan).
  • User-Role: The user-role defines the rights of the user in the organisation. The role “user manager” is an administrator of the organisation, the “power user” is a user, who can send envelopes for signing. The “registered signer” can use eSignAnyWhere as a signing platform to sign his/her documents and can use it as an document inbox. For more information please have a look at the roles and permissions guide.
  • Teams (optional): Teams are a subset of users of your organisation. Within the team you can define some special rights (e.g. manage sent envelopes of your team members) and define a team leader, who always accesses the envelopes of her/his team.

Workflows

Registration and Login

User Interface

Compact View