Creating a DocHub Organization

DocHub organizations are a great solution for using DocHub as a group and for an added professional feel to your signers. By creating an organization, you'll enjoy these additional benefits: 

  • Easily share documents amongst a group
  • Manage billing for multiple users in a single bill
  • Send and manage Templates, Documents, and Sign Requests from an organization
  • Create and monitor a shared inbound fax number
  • Add custom branding to your documents and outbound emails

To get started, navigate to:
DocHub > Settings > Organizations > Create Organization
Or go here: https://dochub.com/settings/organizations/new 

You'll be taken through a 4 step process as laid out below, and most of the things you choose can be changed at anytime later on (besides organization type). 

1.) Name your organization and choose type

mceclip1.png

The name will be used to create your Organization URL (also referred to as DocHub domain, or organization slug).  Don't overthink this though- you can always change the Organization URL and Name after completing the setup process as well.  

Next, select the type: business or academic which have slightly different names for organization Roles.  When you get to assigning roles, businesses can assign users as Content Managers or Agents whereas academic organizations can assign roles as Teacher or Students.   Both organizations also have Owner and Admin role options.

For more info about organization roles see:
Organization Roles and Permissions

 

2.) Add users to your organization

You can invite members on the People page for your organization. 

Just type the email address in the field for User Email(s), and you can enter multiple by separating the emails with a comma. 

mceclip0.png

If you want to import your Gmail Address Book to enable type ahead (auto-complete), you can click on the book icon to the left of the email field. To learn more, see: Import your Google Contacts for quick autofilling of email addresses.

A free DocHub organization can have up to 5 members which you can unlock to unlimited by upgrading to DocHub Pro.  

 

3.) Setup organization branding

Use this page to upload an avatar and then tweak the custom branding options until you're satisfied with how the toolbar preview looks.

Your avatar and custom background color will be applied to documents owned by the organization as well as outbound emails that it sends.

mceclip0.png

4.) Add DocHub Pro or a Fax Line

If you'd like to extend the features of DocHub Pro or a DocHub Fax Line to the members of your organization, you can do so on this page.  If you've already setup DocHub Pro for your personal account, you'll see the option to migrate it to a business account.

DocHub Pro for your organization is billed at the same rate per user as DocHub Pro for individuals.  A significant advantage of adding or migrating Pro to your organization is that you can manage the entire groups billing and subscription settings in one place.

Click Add DocHub Pro or Migrate DocHub Pro to Group and then follow the steps to complete the creation of your organization.  If you choose to opt out of DocHub Pro, click the Finish button.

mceclip2.png


Managing Organization Settings

After completing the setup of your organization, you can add or remove users and manage subscription settings anytime. To use the following URLs, replace [your-organization-domain] with your organization's slug (aka: its DocHub domain).  Alternatively, navigate by clicking through the site as described.

Organization Billing Dashboard
DocHub > your organization dashboard > settings > billing
dochub.com/organization/[your-organization-domain]/settings/billing

Manage or Edit DocHub Pro Subscription
DocHub > your organization dashboard > settings > billing > change plan
dochub.com/organization/[your-organization-domain]/settings/billing/update-plan

Organization People 
DocHub > your organization dashboard > settings > people
dochub.com/organization/[your-organization-domain]/settings/people

Organization Faxing Dashboard
DocHub > your organization dashboard > settings > fax
dochub.com/organization/[your-organization-domain]/settings/fax

Was this article helpful?
10 out of 35 found this helpful

Comments

0 comments

Please sign in to leave a comment.