As an administrator, you are responsible for setting up and managing your Penneo company account.
Below you will find guides to get you started.
Basic set up
Dashboard:
How to use the Dashboard/Archive
Settings:
How to view and change settings for your company account
Customization:
- How to customize the interface for your company account, add a logo, and change color theme (i.e., set up Branding)
- How to create an email signature for your company account (while signing requests are always sent through penneo@penneo.com - by creating your email signature, the signer will have your contact information in case any problems or questions arise regarding the documents or signature)
- How to create email templates (i.e., the messages your recipients receive when you send out case files)
Manage users:
Manage contacts:
Manage folders:
How to create and share folders (remember that every archive is personal, meaning that you need to share folders to give your colleagues access to them - and to the case files they contain).
Advanced set up
Company settings:
- How to set up the automatic deletion of case files
- Allowed Signing methods
- How to set up SSO with Microsoft Azure Active Directory
Applications, Integrations, and API:
- How to install, set up, and use the Desktop Application (you can choose to use Penneo via our web portal or our Desktop application - read more about the differences between the Desktop App and the Web interface)
- How to install and set up the Outlook plugin (this is especially useful if your document management system can only export files directly to Outlook).
- How to install and use the Penneo Printer
- How to use Penneo through API.