Understanding Roles and Recipient Permissions

Goal: Explain the logic of who does what within a document.

What are Roles?

Roles are placeholders used in templates to define who needs to interact with the document. When you move from a Template to a Document, you assign a real person (and their email) to that Role.

Recipient Permission Levels

When adding a recipient, you can choose what they are allowed to do:

• Signer: Can fill out assigned fields and legally sign the document.

• CC (View Only): Receives a copy of the document for their records but cannot edit or sign.

• Approver: Must review and "green-light" the document before it is sent to the final signer (available on Business and Enterprise plans).

Pro-Tip: Signing Order

If you need your Manager to sign after the Client, toggle on Signing Order. This ensures the document follows a specific path and only reaches the next person once the previous one has finished.