The steps below outline how to set up a User on your Enterprise Branded Form. We also offer an overview of adding users and administrators and the steps to set up an Administrator.
- After logging in, Click ‘Enterprise’ on the menu bar, and then ‘Users’ on the submenu bar.
- Select the Enterprise Branded Form that you wish to add a User to.
- Enter the email address for your new User in the ‘Add Users to your Branded Form’ section. Your user will get a notification by email to complete the sign-up process, you may change the subject line of the email, if you like. Click Add. If the user doesn’t exist in SendThisFile, they will be prompted to create a password during the verification process. Users may need to check their spam/junk mail folders to find the notification email.
- Once added, your account will generate a list of added users. You will be able to tell if the users have verified their login or not. Users can also be removed in this area.
