Configure recipient permissions
Last updated
Last updated
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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 configuring 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 sharing.
| Fields | Description |
|---|---|
Allow docuement printing | Use this option to enable this recipient/ placeholder to print the shared document(s). |
Allow docuement downloading | Use this option to enable this recipient/ placeholder to download the shared document(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 a permanent part of the PDF document. |
Allow document attachments and merging | 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. If you keep this disabled, the recipient/ placeholder can only view and download the document attachments, but will not be able to add their own or remove the existing ones. |
Allow changing of recipients | Use this option to enable this recipient/ placeholder to replace themself (i.e. Delegate another 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. Note: For a document owner who is a part of any enterprise, and looking to permit their recipient to replace themself (i.e. Delegate other user) or change other configured recipients/ placeholders with even a guest user, must have the 'Restrict Delegated Signing to only registered users' option un-selected in their assigned role. |
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 the case of an enterprise user) legal notices will be listed in the drop-down for selection. Use to 'eye' icon to preview the selected legal notice. This option will appear only if at least 1 legal notice exists. |
Click the "Permissions" button against the recipient/placeholder, for whom you want to set permissions.
From the "Recipient Permissions' dialogue box, select the check boxes, as required. See the 'Recipient permissions' table above for details.
Click the 'Save' button.
The option to configure 'Recipient Permissions', 'Document Access Security', 'Workflow Reminders', and 'Email Reminders' is not available for an electronic seal which has been added to the workflow.
A document owner can edit recipient permissions even after the document has been shared with the recipients. However, if a read-only template has been used, the document owner won't be able to edit recipient permissions after sharing the document.
