Department signatures are an option if many people qualify to sign a document but not everyone’s signature is required. For instance, you need approval for a project from anyone who is a supervisor or above. Instead of trying to find someone who is willing to sign, then sending the agreement to them and hope that person follows through, you can add a department signature and anyone part of that department group can then sign.

A Department Group

When you open Manage Users and select a company, you can see the department groups that are already present. By default, all companies have the department “All” which contains everyone who is part of the company in Agreement Express.

To add a department group, click the Add Department button below the list of department groups and enter in the name you would like to use and click ok. The department group will automatically be added to the list.

To remove a department group, select the group from the list and click on the Delete Department button.

Adding/Removing Users

A department group is initially created empty. To add users, you can either select the user from the “All” Users List and drag them over the department name in the list or select the user and click the Add User to Department button at the bottom. You will then receive a confirmation message.

NOTE: By default, email notification is turned off. You can turn on email notification for specific users by going to the department group user list and clicking on the red x beside their name. The red x will turn into a green checkmark to confirm email notifications have been turned on.

To remove a user, select the user from the department group user list and click the Delete User from Department button at the bottom. Click ok on the pop-up and the user list will automatically update and remove the user.

Using Department Signatures

To add a Department signature drag a signature from the Form Toolbar and place it where you wish on your document. Click on the signature to open the properties window. Click on the top drop-down menu, select the department group and click the save button.

When someone signs a department signature, their name will appear in place of the department group.