Create a Team

Set up a new team to collaborate on documents, templates, and settings within your organisation.

Prerequisites

Field	Constraint
Team name	3-30 characters
Team URL	3-30 characters; lowercase letters, numbers, dashes, and underscores only. Cannot start or end with dashes or underscores. No consecutive dashes or underscores.
Teams	Maximum number depends on your plan

Team creation button on the organisation page

Fill in the required information:

Team Name: A display name for your team (3-30 characters)
Team URL: A unique identifier used in URLs like app.documenso.com/t/your-team-url

The Team URL is automatically generated from your team name, but you can customize it.

Team creation dialog with name and URL fields

Choose whether to allow all organisation members to access this team:

All current and future organisation members can access team documents.

You can change member access settings later from team settings.

Click Create Team to finish. You'll be taken to your new team's workspace.

After creating a team, you can configure additional settings from Team Settings:

Setting	Description
Team Name	Update the display name.
Team URL	Change the URL identifier (this changes all team links).
Team Avatar	Upload an image to identify your team.
Team Email	Add an email address for your team (see Team Email below).

Document visibility settings in team preferences

Adding a team email address enables several capabilities:

Capability	Description
Team Inbox	View signing requests sent to this email address.
Send on behalf	Documents sent from the team appear to come from the team email rather than your personal email.
Track documents	See documents sent from this email in the team's document list.
Consistent branding	Recipients see the team identity rather than individual sender details.

To configure a team email:

Go to Team Settings > General.

Enter the email address in the Team Email field.

Click Update to save.

The team email is used as the sender identity for documents sent from the team. Recipients will see this email address in signing notifications.