When you have created a document, you're ready to send it to your colleagues and/or counterparties.
Every time you add a participant to your document, that person must be assigned a role that will determine what the person's rights and duties in the document will be.
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NOTE The role list will differ for colleagues and counterparties. |
Different roles
SignatoryA Signatory is the only participant who can sign the document. In addition to signing, signatories can also edit the document, start collaborations, and add comments. InfluencerAn Influencer has access to the document and can edit it, as well as start collaborations and add comments. ViewerA Viewer has access to the document but can only view its contents. Although viewers cannot make edits, they are still able to start collaborations and add comments. Organizer (internal only)An Organizer is a role only for colleague with the same permissions as an influencer, meaning they can edit the document, start collaborations, and add comments. However, organizers are invisible to counterparties. If the document has a lifecycle, the organizer will receive reminder emails like signatories and influencers. Organizers can be added at any stage of the document, even after it has been signed. This role is for internal use only and can only be assigned to colleagues. ApproverAn Approver has the same rights as an influencer, with access to edit, collaborate, and add comments. However, they must approve the document before it moves on to the next participant in the signing order. Learn more about Approvers here. Internal approver (internal only)An Internal Approver also has the same rights as an influencer and can view, edit, start collaborations, and add comments. This role is only available for colleagues. |
How to assign a document role
- Create or open a document.
- In the Participants tab, click Add counterparty.
- Fill in all required fields, click the role drop-down arrow and choose document role.
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NOTE Users with the right permissions or with the default Workspace Manager role in a specific workspace can add themselves (or other colleagues) as an organizer to a colleague's document at any stage of the document process. This permission is granted via the Admin tab > Roles. Learn more about Roles and permissions in a workspace. |
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