This article describes how to use different permissions across your shared drafts. It contains the following topics:

What does each type of permission in the drafts I share allow others?

Here is an overview of all explicit permissions allocated to each option from the dropdown list you can use to select the role of each of your shared drafts' collaborators.

The contract owner will always have the permissions in the first column, and each of the remaining collaborators will be as follows:

Permissions:	Owner	Full Access	Edit Document	Fill Document	View and Comment on document
read document	✅	✅	✅	✅	✅
add Private Comments and Suggestions	✅	✅	☑️ (if enabled)	☑️ (if enabled)	☑️ (if enabled)
add tasks	✅	✅	✅	✅	✅
add private note	✅	✅	✅	✅	✅
see the Full version history	✅	✅	☑️ (if enabled)	☑️ (if enabled)	☑️ (if enabled)
use in automations	✅	✅	✅	✅	✅
move to a private folder	✅	✅	✅	✅	✅
save as a new template/draft	✅	✅	✅	✅	✅
duplicate	✅	✅	✅	✅	✅
download	✅	✅	✅	✅	✅
add tags	✅	✅	✅	✅	✅
unshare from himself	❌	✅	✅	✅	✅
fill in assigned Data fields	✅	✅	✅	✅	❌
send for signature	✅	✅	☑️ if "Can send for signature" is toggled on	☑️ if "Can send for signature" is toggled on	❌
add to a shared folder	✅	✅	✅	❌	❌
edit the document body	✅	✅	✅	❌	❌
upload attachment	✅	✅	✅	✅	❌
share and unshare further	✅	✅	❌	❌	❌
See the Metadata Fields	✅	✅	❌	❌	❌
show/hide version history	✅	✅	❌	❌	❌
block signature using approval task	✅	✅	❌	❌	❌
delete document	✅	✅	❌	❌	❌
unshare from owner	❌	❌	❌	❌	❌

What does the full-access permission allow my collaborators?

Choosing the full access permission type from the dropdown list when sharing a draft will enable collaborators to do everything the owner of the draft can do
The Full access will always have the toggle “Can send documents for signatures,” "Can access private comments and suggestions" and "Can access full version history" turned on by default, and you will not be able to turn them off:

Screenshot_2022-12-14_at_12.50.11.png

All actions the full access level of permission allows collaborators are:

Editing the document body
Editing data fields and seeing metadata fields
- Editing metadata fields if assigned to them
Further sharing and unsharing the document
Sending for signature
Accessing the full draft's version history
- Managing the version history
Adding and seeing any private comments
Making and seeing any private suggestions
Deleting the document as long as it is not fully signed

The only actions a collaborator with full access to a shared draft cannot do are:

Unshare the draft from the owner
Modify his permissions

What does full access to a document mean for my automations?

The full access permission level in documents enables the creation of centralized automations.

The document and team owner can configure automations without managing the documents created due to running those automations.
You can now allow external collaborators to have managerial control over these documents by automatically sharing a document:

Screenshot_2022-06-14_at_13.33.04.png

What does each type of permission in the drafts I share allow others?

Permissions:

Owner

Full Access

Edit Document

Fill Document

View and Comment on document

read document

✅

✅

✅

✅

✅

add Private Comments and Suggestions

✅

✅

☑️ (if enabled)

☑️ (if enabled)

☑️ (if enabled)

add tasks

✅

✅

✅

✅

✅

add private note

✅

✅

✅

✅

✅

see the Full version history

✅

✅

☑️ (if enabled)

☑️ (if enabled)

☑️ (if enabled)

use in automations

✅

✅

✅

✅

✅

move to a private folder

✅

✅

✅

✅

✅

save as a new template/draft

✅

✅

✅

✅

✅

duplicate

✅

✅

✅

✅

✅

download

✅

✅

✅

✅

✅

add tags

✅

✅

✅

✅

✅

unshare from himself

❌

✅

✅

✅

✅

fill in assigned Data fields