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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 Workspace Manager role in your Workspace. Please check with your Account 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 any 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.

If the document marked as signed?

Once a document has been marked as signed, any further modifications are no longer possible. To revise a signed document, there's no need to start from scratch. Simply create a copy of the document.

  1. Click on the action menu > Copy.
  2. Enter a new document name (Optional)
  3. Make your changes > Save Changes > Send.



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