Feature update: Team Permissions and More

💥 New Feature Update 💥
Team Permissions, Templates, and Previews

At Roger, we’re continuously improving our platform to provide a seamless e-signature experience. Our latest feature updates - Team Permissions, Template Creation, and Contract Previews - are designed to streamline your workflow, enhance collaboration, and improve document management. Whether you're working individually or with a team, these new tools will save you time, enhance control, and ensure a smoother signing process.

Advanced Team Permissions: Control and Security for Your Team

When managing documents with multiple collaborators, controlling access to sensitive information is essential. With Roger’s new Team Permissions feature, you gain precise control over who can access, edit, and share your contracts. This update ensures that every team member has the right level of access, which enhances both security and collaboration.

Key Benefits of Team Permissions:

• Granular Control: Assign roles to team members such as Admin, Editor, or Viewer. This ensures that only those with the appropriate permissions can make edits or view confidential documents.

• Enhanced Collaboration: With team members only accessing what they need, you can work more efficiently without compromising on the security of your documents.

• Improved Auditability: Track who is making changes to documents, enhancing transparency and accountability across your team.

How Team Permissions Boost Security and Workflow:

• Set clear boundaries for editing, viewing, and sharing documents.

• Secure sensitive contracts by limiting access to specific team members.

• Streamline collaboration with fewer barriers and improved communication within the team.

Simplified Template Creation: Professional and Customizable

Creating professional-looking templates is now easier than ever with Roger's Template Creation tool. Whether you need contracts, agreements, or forms, our enhanced template builder allows you to customize each template to suit your business needs while keeping it aligned with your brand guidelines.

Why Template Creation Matters:

• Consistency: Save time by creating standardized templates that ensure uniformity across your documents. Your templates will reflect your brand's unique style and voice, making them professional and consistent.

• Customization: Roger’s template creation tool allows for easy customization. You can add your logo, specific text, fields, and more, making every document feel tailored and personal to the recipient.

• Efficiency: Once a template is set up, it can be used over and over again, streamlining the document preparation process.

Benefits of Simplified Template Creation:

• Reduce document preparation time by creating reusable templates.

• Ensure professional and on-brand documents every time.

• Customize templates easily with just a few clicks to match your specific needs.

Improved Contract Previews: Review Before You Send

One of the most crucial steps in the signing process is reviewing your documents for accuracy. With the Contract Preview feature, you can now preview your contracts in real-time before finalizing them. This ensures that formatting and content are accurate, reducing errors and speeding up the approval process.

How Contract Previews Improve Your Workflow:

• Accurate Formatting: Ensure your document looks perfect before it reaches your signer. The contract preview shows exactly how the final document will appear, so there are no surprises.

• Reduced Errors: Catch potential issues before sending your contracts out, reducing the chances of rework and delays.

• Streamlined Approval: With the ability to preview contracts, you can make last-minute tweaks, ensuring everything is in place before requesting signatures.

Benefits of Contract Previews:

• Review contracts with confidence before sending them out for signatures.

• Catch errors early, saving time and ensuring documents are finalized smoothly.

• Improve the approval process by giving signers a clear, error-free document.

Conclusion: Enhancing Your E-Signature Experience

At Roger, our mission is to simplify the e-signature process while improving efficiency and collaboration. The new features - Team Permissions, Template Creation, and Contract Previews - are powerful tools designed to help you and your team work smarter, not harder. Whether you're managing multiple team members or just want to streamline document creation, these updates give you more control and flexibility than ever before.

🙏 Thank You 🙏
Scott McKenzie and others

For the ideas! We are so grateful for your ideas and feedback.

As always, please share your feedback, comments, or questions with us:

• Email us at team@thanksroger.com