Best Practices for Setting Up Projects in SignAgent

November 13, 2023
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Whether you're a seasoned SignAgent user or just starting with SignAgent, this webinar is a great opportunity to learn about the best practices for structuring a project, managing multiple projects at once, and collaborating with everyone involved in a project.

Webinar Agenda:

  • 00:00 - Intro
  • 3:05 - Agenda
  • 4:43 - What is a Project in SignAgent?
  • 6:10 - Setting Up the States in SignAgent
  • 11:10 - Setting Up Multiple Projects in an Organization
  • 13:57 - Managing Permissions in SignAgent
  • 17:26 - Multiple Groups in a Project
  • 20:13 - Organizing for Long-Term Management in SignAgent
  • 30:25 - Q&A
  • 00:00 - Intro
  • 3:05 - Agenda
  • 4:43 - What is a Project in SignAgent?
  • 6:10 - Setting Up the States in SignAgent
  • 11:10 - Setting Up Multiple Projects in an Organization
  • 13:57 - Managing Permissions in SignAgent
  • 17:26 - Multiple Groups in a Project
  • 20:13 - Organizing for Long-Term Management in SignAgent
  • 30:25 - Q&A
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