Setting permissions for recipients

While adding recipients for a new document you will be able to set permissions for the added recipients. To do this,

  1. click on the key icon next to the added recipient.
  2. in the dropdown you will see three choices View, Sign and Approve.
    1. View will be always checked as all documents sent to the recipients are viewable.
    2. Sign will be checked only if you have added fields to be filled by the particular recipient.
    3. Even if the recipient doesn’t have any fields to be filled, he/she can be assigned to approve the document by choosing “Approve” as the permission