How Do I Add a Large Number of Team Members at Once in WeSignature?

You can quickly add a large number of team members to WeSignature using a CSV file instead of manually inviting each one.

How to Upload a CSV File:

1. Go to the Team Tab in WeSignature.
2. Look for the white box labeled "Upload a Team."
3. Click the box to open your computer’s file manager.
4. Select the prepared CSV file and upload it.

CSV File Requirements:

• The CSV file must include the following fields:
  • Team member’s name
  • Team member’s business email address
  • Yes or No to indicate if they should have admin access
• To see a sample template (or use our template), click the hyperlink on the Team Tab labeled "File Example."

After Uploading:

• Once you upload the CSV file, click "Add My Team."
• WeSignature will automatically send invitations to all team members listed in the file.