How to Manage your Documents on RemoteTeam?

Sinan Çapa

Sinan Çapa

8 min read

2021-04-15T

How to Manage your Documents on RemoteTeam?

STEP 1: On your RemoteTeam dashboard, click on Documents.

STEP 2: Click the Document where you want to add the team member to.

STEP 3: Click on Add Signer button.

STEP 4: Click the Add button for each team member that you would like to add to the document.

The team member will get an email notification that a document has been added and will need to be signed.

Take note that a team member could only be removed from a document as long as they didn’t sign or acknowledge it yet. But for Collect documents, you could delete a team member even if they submitted already.

STEP 1: Click on Documents on your RemoteTeam dashboard.

STEP 2: Click the Document that you need to remove a team member from.

STEP 3: Click the Delete (trash) icon to remove a team member from a document.

For Collect Documents, you can remove a team member even if they already submitted the necessary document.

STEP 2: Click the Details button of the team member that you would like to check.

STEP 3: Click on Documents.

The Documents page would show all documents assigned to the team member.

Step 1: Go to the Documents page on your RemoteTeam’s dashboard.

Step 2: Click the New button for creating a new document template.

Step 3: Name your document and upload your PDF file after making sure Document Type is selected as Signable. Then, click the Submit button.

Step 4: Drag the fields that you want to be filled in the template from the left side and drop to the suitable places. Be sure to use the “Signature” field for the fields you want to make signable.

Then, click the Save & Continue button when your template is done.

Step 5: Click the OK button.

Step 6: You will see the final view of your template. Click the Next button to continue.

Step 7: Set who will sign the document on behalf of your company and click the Next button.

Step 8: Sign the document and click the Sign button to save your signature.

Step 9: Click the OK button.

Step 10: Assign the document to your employees by clicking the Add Signer button.

Step 11: Click the Add button for each employee that you would need to have it signed to. Once you’re done assigning the document, click the X button to close the window.

The status would now show “Waiting to be Signed”.

Step 1: Go to the Documents page on your RemoteTeam’s dashboard.

Step 2: Documents sent to you will be listed here. Click the Sign button to go to the document you want to sign.

Step 3: Fill in the required fields in the document (if any) and click the Sign Here button in the relevant field.

Step 4: You have two different options to sign. One option is to draw your signature.

A second option is to generate a text with signature style.

When your signature is ready, click on the Sign button.

Step 6: Please make sure your signature is legally valid, and after making sure that you really want to sign, click the OK button on the warning that pops up.

Step 7: If you see the “Signed” in the place indicated in the image, the process has been successfully completed.

Step 1: Go to the Documents page on your RemoteTeam’s dashboard.

Step 2: Click the Document that you would like to review.

Step 3: Your team members assigned to the relevant document will be listed here. Click the View File button to review the document your team member submitted.

Step 4: After reviewing the document, you can use the Approve or Reject buttons to approve or reject accordingly.

Step 5: You can also add some relevant notes if you want. And then proceed to click Approve / Reject button.

Step 6: You will now see the “Approved / Rejected” text.

Sinan Çapa
Written by Sinan Çapa

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