ViewSign Cloud User Guide Introduction: Difference between revisions
From ViewSonic Documentation
Created page with "=Basic Concepts= ==Organization, User, Roles and Teams== ==Workflows== =Registration and Login= =User Interface= ==Compact View== Category:ViewSign Category:V..." |
|||
| Line 1: | Line 1: | ||
=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: | |||
*'''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.