This article discusses how to get set up with a Vinesign account, how to add users to Vinesign, and how to change privacy settings for jobs and templates.
Vinesign is a tool for filling and signing PDFs that allows users to text or email important documents to clients. For more information on how to use Vinesign, read Vinesign.
- Create an Admin Account
- Add Users
- Change User Roles
- Privacy Settings
- Organization Custom Messages
Create an Admin Account
The first step to signing up is to create a Vinesign Admin account. The user who signs up will be the Company Admin, and will be able to add new users, run reports to monitor signatures, and see all jobs from any users. While other users can be made admins, the Vinesign Company Admin cannot be changed, so choose wisely.
Filevine can help you set up a Vinesign account. To learn more about setting up an account with Vinesign, contact your Filevine sales representative, or call 801-657-5228 or email firstname.lastname@example.org.
Create an Account Without a Contract
If you would like to sign up for a Vinesign account immediately using a credit card, you can visit https://app.vinesign.com/Account/Register to sign up.
Select your payment plan and your number of users, and then fill out your information. The user who signs up will be the Company Admin, and cannot be changed, although other users can also be made admins.
When you have filled out all of the information, click “Continue” and you will be taken to the payment screen, where you can enter your credit card information to subscribe.
Once your Company Admin receives the confirmation email, they can follow the steps in the sections below to add other users and integrate the account with Filevine.
Once you have created an account with Vinesign, you can then add additional users to that account. Follow the steps below to add users:
- Navigate to the Team Tab. On the main page of Vinesign, click the Team tab on the top. This page will show you any users you have.
- Click the New Team Member button. In the right top corner, click the orange New Team Members button.
- Create a team member. Fill out the information in the form. When you are finished, click the Create Team Member button at the bottom.
Change User Roles
Users can have their roles changed from “User” to “Admin” and back. Admin users have additional capabilities: they can run reports, view, edit, and delete other users’ templates, and change user roles.
The Company Admin—the original signee for the account—is an exception to this rule. They will always remain an admin and cannot have their role status changed.
To change a user role, click on the Team tab along the top bar in Vinesign. You will see a list of all users for your Vinesign account, with their user roles listed. Find the user whose role you would like to change, and click Edit to the left of their name.
In the user information, select Team Administrator and click Save. A user role can be changed back at any time using the same process.
Disabling a User
To remove or disable a user, click Edit to the left of the user's name. In the user information, clear the Enabled option and click Save. The user’s status will now change to “Disabled.”
Admins can enable private jobs, private templates, or both for any of their users. Jobs and templates created by that user will then be accessible only to the user who created them and to any Admin users. Admin users can view and use all templates and see all jobs.
Enabling Private Settings
To enable private settings for a user, select the Team section at the top of the page and click Edit next to the user you want to enable.
Select Private Jobs, Private Templates, or both and then Save to enable private jobs or private templates for that user.
Organization Custom Messages
Custom messages can be set for individual templates or individual jobs, but a custom message can also be set for the entire organization by selecting Settings from the top of the main page in Vinesign.