Submit a ticket

Editing documents Q/A

Please read the questions and answers below to understand your editing permission in a document.

Do you have permission to change documents?  

If you're a User, you may not have permission to change a document (unless you are a document Participant. If so, see below). To have sufficient permissions, you need to have the Manager or Contributor role in your Workspace. Please check with your Administrator.

Are you the document participant?

If you aren't a participant in the document, you may be able to view the document but not make changes. If you wish to make any changes, ask your colleague who created the document to invite you as a participant.

What role are you assigned in the document?

Only Signatories, Organizers, and Influencers can interact with a document. If you're a Viewer and wish to interact with a document, ask a Signatory or Influencer to change your role accordingly.

Is the document marked as signed?

If a document is marked as signed, you can no longer make changes in it.

If you wish to make changes to a signed document, make a copy the three dots menu the top right corner > Copy.

Make your changes, save them and send them to your counterpart for a new signature for your new document.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.