Document permissions
When you receive a document with printing, downloading and adding text permissions, you will see these options after opening the document under the three dots menu of document viewer header.
The text adding provision lets you add any textual notes in the document before signing. When specified, the added text will become the permanent part of the signed PDF document.
Print a document
- Open the pending document.
- Click the three dots menu
from the right of document viewer header, and select the "Print" option.
In case the "Print" option is unavailable, you cannot print this document because of printing restrictions.
Download a document
- Open the pending document.
- Click the "Download" option
from the right of document viewer header.
- If the package is comprised of a single document, then it is downloaded to your local Downloads folder. However if there are multiple documents, you will be prompted to select the documents you wish to download. Select the required documents and click the "Download" button.
If the "Download" option is unavailable, you cannot download this document because of downloading restrictions.
Add text field in a document
- Open the pending document.
- Click the "Add Text" option listed under the "Fields" section and drop it on the document.
In case the "Add Text" option is not listed, you cannot add text in this document because of adding text restrictions. - A blank text field will be added on the document. Drag and drop the text field anywhere in the document by using your mouse.
- Type in the text in the field as required. The width of the field will keep increasing as you specify the text. Use the "Enter" button to add multi liner text and click
when done. Once saved, the text cannot be deleted from the document.
- Repeat the steps 2-4 to add multiple text fields.
|
Gatekeeper will not be allowed to perform any action on the document other than approve/decline. |
See Also
- Open a pending document
- Add/ download attachments
- Merge other pdf files
- Fill in your form components
- Fill in your form fields
- Add your initials
- Add your field attachments
- Add your In-Person Signature
- Agree to the legal notice
- Add your Signature
- Add signing comments
- Review a document
- Update a document
- Host in-person signing
- Decline a document
- View verification details
- Change a recipient/ placeholder
- Delegate your signing authority in a workflow
- QR Code Scanning