Department Functionality

The Department functionality in Foxit eSign allows you to efficiently manage and organize your users by grouping them into departments. This feature includes creating, editing, and assigning departments to users, streamlining the management of envelope quotas and user roles.

• Note:
  • Only Super Admins and Setup admins have the ability to create and manage departments.
  • The department functionality is exclusive to the Enterprise plan.

• How to create the department
• How you can manage users in the department
• Department Settings
• How to allocate envelope quotas to departments

Adding a new department in Foxit eSign is a straightforward process that allows you to organize your users and manage resources efficiently. Follow these steps to create a new department:

a. Navigate to Settings:

• • Select the "Departments" option.

b. Department List:

• • You'll see the list of existing departments in the department option.
  • An option labeled "Create New Department" is also available.

c. Creating a New Department:

• • If you select "Create New Department," a popup will appear where you can enter the following details:
    • Department Name: Input the name of the new department.
    • Department Description: Provide a description of the department (optional).
    • Envelope Quota: Specify the quota for the department. (optional)

For detailed instructions on managing users within departments, refer to this article: User Management.

Access the "Edit Department" popup to manage departmental users. Here, you can update department details and view the current number of users associated with the department. This allows for easy management and organization of departmental resources and user assignments.

1. Editing Department Information:
   • Access the "Edit Department" popup where you can update department details.
   • The popup will display the current number of users associated with the department.

Department settings enable user preferences to align with departmental configurations, enhancing customization and functionality within the system.

• • Note: Exclusive to the enterprise plan.

To assign an envelope quota to a department, the user should access department settings and assign a numeric value to allocated envelopes, which will be depicted in the super Admin's quota to be allocated.

This ensures that document creation aligns with the limits the Super Admin or Setup Admin sets. As users are added to join departments, the quotas distributed by the Admin will determine the usage of envelopes. Thus, resource management and administrative oversight will be optimized, and envelope quotas will be limited per department.

To assign or edit envelope quotas for departments, follow the steps below:

1. Go to Settings.
2. Select Departments.
3. When creating a new department, assign the envelope quota.
4. For existing departments, edit the department and assign the quota.

New Department:

Edit Department: