Document and template folders

When you create a new document and template folder, you can assign an access group to them. This will allow the users in that group access to any templates or documents placed into those folders. Whenever a document is sent for electronic signature and assigned to a folder, it will be saved there for later use.

Creating folders or templates and assigning access

  1. Connect to PleaseSign Europe
  2. Click the + next to ‘Folders‘ or ‘Templates‘ to open the document or template folders window
  3. Enter your desired name for the folder.
  4. Click the please select dropdown box (Access group) and select the group you want to grant access to.
  5. Below it will show the users that will have access to the folder
  6. Click create, and that folder will now be accessible to all members in that access group.
Document and template folders

Document and template folders

For more information, please feel free to browse our resource centre to learn more about the application and how to use it. You can also get in touch with us for more specific information regarding services and prices from your clients with e-signatures. We provide your customers with a convenient, easy-to-use solution to sign documents electronically.

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