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

Tanya from Contractbook
  • Updated

What does each type of permission allow?

Here is an overview of all permissions assigned to each of the options from the dropdown list you can use to select the role of each of your drafts' collaborators. As the owner of the document you will have the permissions in the first column and each of the remaining ones as follows:

Permissions:

Owner

Full Access

Edit Document

Fill Document

View and Comment on document

read document

✅

✅

✅

✅

✅

add comment

✅

✅

✅

✅

✅

add task

✅

✅

✅

✅

✅

add private note

✅

✅

✅

✅

✅

see version history

✅

✅

☑️ (if enabled)

☑️ (if enabled)

☑️ (if enabled)

use in automation

✅

✅

✅

✅

✅

move to a private folder

✅

✅

✅

✅

✅

save as a new template/draft

✅

✅

✅

✅

✅

duplicate

✅

✅

✅

✅

✅

download

✅

✅

✅

✅

✅

add tag

✅

✅

✅

✅

✅

unshare from himself

❌

✅

✅

✅

✅

fill in editable fields and party 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 content of the document

✅

✅

✅

❌

❌

upload attachment

✅

✅

✅

❌

❌

share further

✅

✅

❌

❌

❌

unshare from other collaborators

✅

✅

❌

❌

❌

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 your collaborators to do everything to the draft as the owner can do.

The Full access will always have the toggle “Allow sending for signatures” turned on by default and you are not able to turn it off:

Screenshot_2022-06-10_at_18.07.00.png

The actions included in the Full Access level of permission include:

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

  • unshare the document from the owner
  • modify his own permissions

Screenshot_2022-06-10_at_19.51.07.png

What does Full Access to a document mean for my automations?

The Full Access permission level on your documents enables creating centralized automations. 

The document owner can configure automations without the need for management of 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.

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