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To bulk import teammates in SyncSignature, follow these steps:
  1. Navigate to the Workspace: Go to the workspace where you want to bulk import teammates.
  2. Import Teammates: In the Teammates section, select the option to bulk import users.
  • Upload a CSV file containing the email addresses of the teammates you want to import.
  • Click on “Import” to add them to the workspace.
  1. Send Invitations: Once the import is successful, the system will automatically send email invitations to the listed teammates.
  2. Teammates Accept Invitations: The imported teammates will receive invitations via email and can accept to join the workspace.