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What types of permissions can I allow my collaborators in shared drafts?

Tanya Stoyanova
  • Updated

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 detailed permissions allocated to each option from the dropdown list you can use to select the role of each of your shared drafts' collaborators.

  • The document 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 Data fields and Signees' details

✅

✅

✅

✅

❌

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:

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

  • Unshare the document from the owner
  • Edit metadata fields
  • 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 the need to manage the documents that are created as a result of 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

Read more about configuring share document automation in-app here.

If you still need additional information or assistance, reach out to us at any time by contacting our Support Team.

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