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Managing permissions in the signing view
Managing permissions in the signing view

Learn how to control user access and actions within the signing view to ensure a secure and efficient signing process

Updated this week

Effective management of user permissions within the signing view is crucial for maintaining the integrity and confidentiality of your documents. Legatics allows you to assign specific permissions to users, determining their ability to view or edit signing-related information.

Good to know: The signing view is part of each list. So the permissions on the signing view form part of the list permissions for each list.


Available permissions

Permission

Explanation

View signing

Users can view documents marked for signing, their statuses, and associated parties/signatories.

Edit signing

Users can view and perform all actions in the signing view such as sending documents for signing and updating statuses on documents.

Limitations: DocuSign functionalities are restricted to users from the organization that set up the matter.

Caution: Parties and signatories are stored at the matter level. If you give someone the editing signing permission, they will be able to see all parties and signatories in your matter.


Interaction with permissions in a list

If a user is given the view signing or edit signing permission for a signing view in a list, they can only interact with documents they have permission to see in the list view.

Example: If a row is hidden from a user, granting them either permission will not make documents in that row visible in the signing view


Setting permissions

Prerequisites: You're a Matter Admin have the edit list permission for the specific list

To set one of these permissions:

  1. Navigate to the list and (optionally) go the signing view

  2. Click on the padlock icon to open the permissions pop-up

  3. Scroll to the View Signing and Edit Signing columns (at the far right)

  4. Select the appropriate permissions for the participant

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