For better control and organization, Tomorro allows you to set up automations in just a few clicks, such as assigning a default "manager"/"supervisor" for each template.
This gives your teams more autonomy: they can create projects and contracts in seconds with the access and templates you provide.
However, for sensitive documents, oversight remains crucial. Tomorro simplifies this through approval processes or the automatic assignment of a manager for all documents created from a template.
With every project created via a template:
The default manager is notified by email.
They are automatically added to the project and receive all related notifications (versions, signatures, messages, etc.).
How to define a default project manager?
Add a project manager
To set this up, go to the "Templates" tab in the left-hand menu. Then you can just click on the template for which you want to set up a default manager.
On the right of the template interface, click on the "Participants" tab.
In the "Project supervisor" section, click on "Add a supervisor".
Once the person is designated, he or she will appear at this location:
Edit or delete a project manager
To change the default project manager, first, delete the current manager (by clicking on the trash can to the right of the person's name when you move the mouse over it).
Then click on "Add a manager" again and repeat the operation.
To remove the person you have chosen as a manager, simply hover the mouse over the first name and click on the trash can that appears on the right.
Who can be designated as the default project Manager/Supervisor?
As with approvers, only users with an "Admin" or a "Manager" licence can be designated Supervisor for all projects created from a template.
If you need more Admin or Manager licences to add more approvers, you can contact your account manager.