The "Created By" section in your BoloSign dashboard is very useful; through this part, it becomes possible for the user to identify at one glance who created what within their workspace. Especially useful in cases of tracking accountability, workflow among people in your team, and tasks assigned and completed efficiently. In this article, we will help you go through how to access and use the "Created By" section, explain the cases of its use, and then answer some frequently asked questions.
Steps to Access the "Created By" Section
Switch Between Workspaces: If you need to view the "Created By" section in a different workspace, you can switch workspaces by selecting the desired workspace from the workspace menu.
2. Default Workspace**: Start by logging into your BoloSign account and navigating to your default workspace.
3. Click on desired workspace: to view documents and tasks that are shared within your team. Here you can see " Created by" option to see who have created the document.
4. Keep in note : Forms created before July 10, 2024, will list the account owner as the creator, rather than the actual collaborator who created them.
Use Cases for the "Created By" Section
Accountability: Easily track who created specific documents or tasks, making it simpler to follow up on pending actions or clarifications.
Team Management: Managers can quickly see the contributions of individual team members, helping in performance reviews and task allocation.
Workflow Efficiency: By knowing the creator of a document or task, team members can directly communicate with the responsible person, reducing delays and miscommunications.
Audit Trails: Maintain a clear record of document and task creation for compliance and auditing purposes.
FAQs
Can I see the "Created By" section for documents in all workspaces?
Ans. Yes, you can switch between different workspaces using the workspace menu and access the "Created By" section in each workspace.
Is it possible to sort documents by the creation date ?
Ans. Yes, you can use the sorting options available in the dashboard to sort documents by creation date.
How do I switch between workspaces in BoloSign?
Ans. Click on the workspace menu at the top of your dashboard, select the desired workspace from the dropdown list, and select your desired work space.
Conclusion
The "Created By" section in the BoloSign dashboard is an essential feature for small businesses looking to streamline their document management and team collaboration processes. By following the steps outlined above, you can easily access and utilize this feature to enhance accountability, improve workflow efficiency, and maintain clear audit trails. Switching between workspaces is straightforward, allowing you to manage documents and tasks across different teams seamlessly.
For more detailed guidance or specific queries, feel free to reach out to our support team. Happy signing!