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Inviting Members to Join a Workspace ​

After the administrator sends an invitation, members can join the workspace via the invitation link sent by email.

Video Tutorial:

Add New Members ​

Administrators need to complete the following steps ​

1.Log in to the Nota Sign workspace and click Admin > Members;

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2.Click Add Member;

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3.In the member creation form, enter the following details:

  • Name

  • Email (Please ensure the information is accurate. It will serve as the sole credential for receiving invitations.)

  • Permission (select from the options below)

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Available Permissions:

  • Admin​​:

Full access to manage users, settings, usage tracking, and integrations across the workspace.

  • ​​Sender​​:

Can send and manage envelopes and templates but cannot access workspace-level configurations or integrations.

Members Need to Complete the Following Steps ​

1.Check your email

The invited user will receive an email titled [Nota Sign Workspace Account Activation].

Click "Activate Now" in the email to be redirected to the activation page.

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2.Continue with activation

On the activation page, click "Continue" to proceed.

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3.Choose your action based on your registration status

If you already have a Nota Sign account:

(1) Enter your account credentials to log in.

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(2) Once logged in successfully, you’ll be automatically directed into the invited workspace.

If you don’t have an account yet:

(1) Verify your email via OTP: Enter the verification code sent to your inbox.

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(2) Set up your profile and create a password.

(3) Complete activation: Click "Get Started" to finish setup and immediately enter the invited workspace.

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Migrating User Data ​

When you already have member data from other systems or need to add a large number of members at once while retaining their original settings, you can use the bulk import feature to complete the process quickly.

Steps:

1.Log in to the Nota Sign;

2.Click Admin > Members > Bach operation, then select Batch Add;

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3.Drag and drop or click to upload a CSV file. You can also click to download the template;

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4.Click Confirm to complete the import.

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5.Members must complete the corresponding activation steps.