Configure recipient permissions
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Configure recipient permissions
SigningHub lets you configure certain recipient related permissions in a workflow. In this regard, you can separately set permissions for document printing access, downloading access, adding text fields, adding document attachments and merging provision, changing recipient/ placeholder privileges, and/ or configure legal notice for each recipient.
System might show some pre-selected permissions as laid out in your default enterprise settings, see details. You may change the default behavior as required before sharing. See the following table for details:
Recipient Permissions |
|
Fields |
Description |
Allow Print |
Use this option to enable this recipient/ placeholder to print the shared document(s). |
Allow Download |
Use this option to enable this recipient/ placeholder to download the shared document(s). |
Allow Adding Text |
Use this option to enable this recipient/ placeholder to add text fields in the shared document(s) during the workflow. The added text will become permanent part of the PDF document. |
Use this option to enable this recipient/ placeholder to fully manage (download, add, and remove) document attachments, and also merge other PDF documents with the shared document(s) during the workflow. |
|
Use this option to enable this recipient/ placeholder to replace themself (i.e. Delegate other user) or change other configured recipients/ placeholders during the workflow. A recipient must have this permission in order to update the placeholders with the actual recipients. |
|
Use this option to set a legal notice for this recipient/ placeholder to agree before signing the shared document(s). Your personal (and enterprise in case of an enterprise user) legal notices will be listed for selection. Use |
Set recipient permissions
After you have:
- Added the documents,
- Added all the recipients and placeholders, and
- Configured workflow type in a workflow package:
- Click
against the recipient/ placeholder, for whom you want to set permissions.
- A dialog will appear, select the check boxes as required. See the "Recipient Permissions" table for details.
- Click the "Save" button.
See also
Configure document access security
Configure auto reminders
Configure post processing