Introduction
Enabling collaborators to send documents from their email addresses instead of the owner's email can streamline communication and maintain organizational consistency. This guide will walk you through the steps to set up this feature in BoloSign.
FOR THE OWNER-
1. Click on "Settings"
2. Click on "Email Settings"
3. Under Email Settings, the "Sender Name" and "Sender Email" should reflect your organization’s name and email address.
Note: This won't work with a personal account; the email domain must belong to the organization.
4. You can now see a new section called "Other Email Settings."
Here, it would help if you ticked the option that allows your collaborators to send emails using their email addresses.
5. Tick the option.
6. Click on "Teams"
7. Here add all the Team members who can use your workspace.
FOR COLLABORATOR-
8. Click on your default workspace to switch to the owner's workspace.
9. Switch to the "Owner's Workspace"
10. Click on "Settings"
11. Under Email Settings, collaborators can add their own name and email address to send documents instead of using the owner's email address.
Note: The collaborator's email domain should match the organization’s domain (owners's domain)
12. Create a new document.
Click on "PDF"
13. Upload your Document add the Signer's name and email address and fill in all the required information.
14. Click on "Confirm"
15. Add all the relevant fields as per the document requirement.
16. Click on "Send Via Email"
17. Despite using the owner's workspace, the signer will receive the document from the collaborator's email instead of the owner's email.
18. If you click on show details you can see the email address.
19. This clearly shows that the email was sent by the collaborator, using the same organizational domain.
FAQs
Can collaborators use personal email addresses to send documents?
Ans. No, collaborators must use email addresses with the organization’s domain to ensure consistency and compliance.How do I add a team member to BoloSign?
Ans. Navigate to the "Teams" section in settings, click on "Add Collaborator," and enter the required details for the new team member.Can I see which email address was used to send a document?
Ans. Yes, you can click on "Show Details" in the sent email to verify the sender’s email address.Why can’t personal email accounts be used for this feature?
Ans. Personal email accounts cannot be used because this feature is designed to maintain professional communication and organizational branding.What happens if the collaborator's email domain does not match the organization’s domain?
Ans. The system will not allow the email to be used for sending documents, ensuring only organizational emails are used.
Conclusion
Allowing collaborators to send documents from their email addresses within the organizational domain enhances professional communication and maintains consistency. By following these steps, you can easily set up this feature in BoloSign, ensuring that your documents are sent from the appropriate email addresses. This setup not only streamlines workflows but also ensures that all communications are aligned with your organization’s branding and professional standards.