How to Add a New Business

Created by Apryse Bot, Modified on Tue, 14 Apr at 6:32 AM by Kelly Revilla

Xodo Sign supports multiple businesses under a single account. This is useful if you manage different companies or brands and want to keep their documents, templates, and team members separate.

Xodo Sign Business Settings page

How to Add a New Business

  1. Click the business name dropdown in the top-left corner of the screen.
  2. Select Exit Business. You will be taken to a page listing all your Xodo Sign businesses.
  3. Click Add Business.
  4. Fill in the following details:
    • Business Name: This name will be shown to signers in outgoing emails and notifications. If you are an individual (not a company), check "I'm an individual" and your name will be used automatically.
    • Workspace URL: This is the URL through which signers access your documents. For example, if you choose "mycompany", your workspace URL will be mycompany.xodosign.com.
  5. Click Save Business. You will be redirected to the Dashboard of your new business.

Note: Each business has its own documents, templates, team members, and settings. Switching between businesses is quick and easy from the top-left dropdown menu.

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