As a Company Administrator, you can invite employees to register for an eSignature product through the Self Service Portal.
The employee will receive an invitation by email and can use this invitation to start their registration.
Not a Company Administrator yet? Learn how to become a Company Administrator .
Before you send the invitation
Make sure you select the correct eSignature product for the employee. The product selected when creating the invitation determines which eSignature product the employee can register for.
Invite the employee
- Go to the Self Service Portal and log in.
- Select your organisation.
- Go to Users and select Invitations.
- Select Invite users.
- Select the required eSignature product.
- Select or enter a coupon code, if applicable. Otherwise, select No coupon.
- Select Continue.
- Enter the email address of each employee you want to invite. You can invite up to 250 employees at once.
- Select Send invites.
What happens next?
- The employee receives an invitation by email.
- The employee opens the invitation and starts their registration.
- The employee completes the required identity verification and any other registration steps for the selected eSignature product.
- Once the registration has been completed successfully, the employee can use their eSignature product.
Managing invitations
In the Self Service Portal, go to Users and then Invitations to:
- check whether an invitation has been accepted;
- view pending invitations; or
- revoke an invitation.
Inviting employees for another organisation
You can only invite employees for organisations for which you are a Company Administrator.