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

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

• Types of permissions depending on shared access
• Full-access permission role
  • Types of actions within the full-access role
• Full-access permission role in automations

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:

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:

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:

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.