What Is Team Collaboration?
Add unlimited team members to your BoloSign account. Create teams (Sales, Legal, HR) and assign shared permissions. Team members can share documents with each other, co-manage templates, and track signing status across the team. Role-based access controls ensure each person sees and does only what they are authorised to. Admin, sender, and viewer roles available.
How Does Team Collaboration Work?
Go to Teams -> Add Team -> name the team and configure permissions. Add members by email. Set permissions: can they create documents? Send for signing? View all team documents? Manage templates? Each team member gets their own login with role-based access. Team members can share documents with each other directly from the dashboard. Admins see all team activity in the centralised dashboard.
How Teams Use Team Collaboration
Sales teams sharing contract templates and tracking deal signatures
HR teams collaborating on onboarding document workflows
Legal teams with reviewers and senders having different permissions
Operations teams where managers approve before documents are sent
Small businesses where everyone needs access but not admin control
Why BoloSign's Team Collaboration Is Different
DocuSign charges per user. BoloSign includes unlimited team members in the team plan. Full team permissions and sharing included.
Pro Tips
Start by identifying your highest-volume document type - that is where Team Collaboration will save the most time.
Combine Team Collaboration with reusable templates for maximum efficiency.
Connect Google Sheets alongside Team Collaboration for real-time tracking.
Test Team Collaboration during the 7-day free trial with real documents.
Need a custom requirement? Contact BoloSign - custom features ship within 1 week.
Watch BoloSign in Action
See how easy it is to use Team Collaboration
Frequently Asked Questions
Everything you need to know about Team Collaboration
Related Features
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