Configure recipient permissions

SigningHub lets you configure certain recipient-related permissions in a template. In this regard, you can separately set permissions for document printing access, downloading access, adding text fields, adding document attachments, merging provision, changing recipient/ placeholder privileges, and/ or configure a legal notice for each recipient. The system might show some pre-selected permissions as laid out in your default enterprise settings. You may change the default behaviour as required before saving the template.

---

Set recipient permissions in the template

After you have:

• Added the document,

• Added all the recipients and placeholders, and

• Configure workflow type in your template:

1. Click "Permissions" against the recipient/placeholder for whom you want to set permissions.

2. A dialogue will appear, enabling the toggles as required. See the "Recipient Permissions" table for details.

   

3. Click "Save".

---

Recipient Permissions

Fields	Description
Allow document printing	Use this option to enable this recipient/ placeholder to print the shared document(s).
Allow document downloading	Use this option to enable this recipient/placeholder to download the shared document(s), and attachment(s).
Allow text addition to the document	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.
Allow document attachments and merging	Use this option to enable this recipient/placeholder to manage (add and remove) document attachments, and also merge other PDF documents with the shared document(s) during the workflow. If you keep this check box unticked, the recipient/placeholder will not be able to add their own or remove the existing attachments.
Allow preview of document attachments	Use this option to enable this recipient/placeholder to preview the added document attachments and field attachments in the attachment preview dialogue box.
Allow changing of recipeints	Use this option to enable this recipient/ placeholder to replace himself (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.
Allow users to apply AI to documents	Use this option to enable this recipient/placeholder to apply Artificial Intelligence (AI) features on the shared document(s) during the workflow. This option will not be available if Artificial Intelligence (AI) is not allowed in the Enterprise Role. By enabling this feature, you agree that the document content may be securely transmitted to third-party Artificial Intelligence (AI) service providers for processing. The information will be used solely to provide AI-powered features and will not be shared with unauthorised parties. By proceeding, you consent to this transfer and processing. Please refer to the Privacy Policy for more details.
Legal Notice	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. This option will appear only if at least 1 legal notice exists.

---

1. The option to configure "Recipient Permissions", Document Access Security", Auto Reminders", and Email Reminders" is not available for an electronic seal which has been added to the workflow.

2. The 'Allow users to apply AI to documents' option will not be available if Artificial Intelligence (AI) is not allowed in the document owner's role.