RelaNet Sign User ManualTable of Contents

Departments TEAM

The Departments screen displays an overview of the different departments that have been created in your company. To access the Departments screen, click on Departments in the sidebar.

Departments Screen

The Departments overview has one row for each department that exists. Each row has several columns that can be used to learn about and take action on the department:

Creating New Departments

To create a new department, click the New Department button that appears at the upper right of the Customers screen. This will open the Create Department modal screen.

Create Department modal screen

To create the new department, enter a name and email address for the department, and then select the department's members. When finished, click the Add Department button.

Exporting Department Information

The data in the Departments overview can be exported for analysis or compiling into a report. The data can be copied to your clipboard (so that you can paste it into a document), or it can be exported in Microsoft Excel or comma separated value (CSV) format. To export the data, use the buttons that appear above the Departments overview.