INTRODUCTION:
BoloSign offers a powerful collaboration feature that allows you to invite team members, clients, or partners to work together on your projects. By adding collaborators to your workspace, you can streamline your workflow, improve communication, and increase productivity. This feature enables you to share specific forms, files, or folders with selected individuals, giving you control over access levels and permissions. Whether you're managing a small business team or coordinating with external stakeholders, BoloSign's collaboration tools make it easy to work together efficiently and securely within your digital workspace.
How to add collaborators to your workspace?
1. Click on "Teams" option from the dashboard.
2. Click on "Add Collaborator" option.
3. Type the email address of your team member
4. Give the relevant permission.
5. Select the forms that you want to share with the team member.
6. Select the PDFs that you want to share with the team member.
7. Select the PDF Templates that you want to share with the team member.
8. Select the Folders that you want to share with the team member.
9. Click on "Add Collaborator"
10. Your collaborator would be added successfully!
FOR TEAM MEMBERS:
How to switch to the company's workspace?
11. Click on the default workspace from the top left corner of the dashboard.
12. Switch to the workspace of your company/owner
13. You'll be able to see all the forms and documents shared with you
HOW TO SHARE A DOCUMENT WITH OTHER TEAM MEMBERS
4. Team members can share files with other team members too. Click on the Documents section.
5. The team members can share the file that they created or any other file in the dashboard with any other team member.
Read this article to understand this feature better
FAQ:
How many collaborators can I add to my BoloSign workspace?
It will depend on the plan that you are subscribed to. But you can add unlimited collaborators to the Growing business plan
Can I set different permission levels for different collaborators?
Yes, you can set three roles, the Admin, Editor, and Read Only roles. You can choose a desired role based on your requirements.
Can collaborators add other users to the workspace?
No, they can't add other users to the workspace. But they can share files with the other team members in the workspace.
Can I remove a collaborator from my workspace?
Yes, you can remove a collaborator from your workspace when needed.
CONCLUSION:
The feature of adding collaborators to your BoloSign workspace is a powerful tool that enhances teamwork and productivity for small businesses. This functionality allows you to:
Easily invite team members, clients, or partners to your workspace
Set specific permissions and access levels for each collaborator
Share forms, files, and folders securely within your digital environment
Streamline communication and workflow processes
By using this collaboration feature, BoloSign users can create a more efficient and connected work environment. It enables seamless coordination on projects, form creation, and document management, all while maintaining control over sensitive information.