This article will explain how to handle new users and signatures after the onboarding process.
New Users
As a standard Self-Publishing software customer, your organization will have up to 5 users. If you have a change in staff and need to add or change users, they are interchangeable and you can swap them out. Any users beyond the five standard users will require an additional fee per year. For information about additional user fees or to request a new user, please contact Support.
When requesting the addition of a new user, please be sure to include the following information in your request:
First name
Last name
Email address
Official title
When requesting the deletion of an existing user, please be sure to include the following information in your request:
First name
Last name
New Signatures
To submit electronic signatures that will be used for signature approvals, complete the following:
Have the person whose signature you wish to add sign a white sheet of paper
Scan the signed paper and save the scanned document as a PDF
Send an email with the PDF and clarification on the title of each signature to our Support team
Note:
The people approving electronic signatures do not require a user.
New Logo
If you have a new logo that you would like to submit, please send a copy of the logo to our Support team. Acceptable logo file formats include PDF, AI (Adobe Illustrator), EPS (Encapsulated Postscript file) (recommended), JPG, or PNG (optional).
Training
If you have previously completed training, there will be recorded training videos in your main book. You can find the videos under an unpublished name called Trainings located in the table of contents.
Note:
You must be logged in to view the unpublished (red) content.