Roles in a document
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.
The role list will differ for colleagues and counterparties.
|Signatory||A participant that can sign the document, edit, and add comments|
|Influencer||A participant with access to the document who can edit and add comments.|
|Viewer||A party with access to the document who can add comments.|
|Organizer||A colleague with access to the specific document, has the same rights as an influencer. If the document has a life cycle, the organizer will receive the reminder e-mails like signatories and influencers. Organizers can be added at any stage of the document, including closed documents. Learn more about organizers here.|
(This role can only be used internally 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.
Users with the right permissions or with the default 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.