Signing permissions control who can see the Signing module on a matter and who can make changes in it.
Prerequisites: You are a Matter Admin on the matter.
Opening signing permissions
In the Signing menu, click the lock icon at the top of the menu.
[Screenshot: The signing permissions window, showing the View and Edit columns.]
View and Edit access
You give access by role and by organisation.
Access | What it allows |
View | The user can see the Signing module and everything in it. |
Edit | The user can manage signing, for example adding documents and signers or creating packs. Edit includes View. |
What Signing access lets people see
Signing access is a deliberate grant. Signing permissions take precedence over the permissions on lists and data rooms, so give Signing access only to people you are happy to see all documents that need to be signed.
Caution: Anyone with View or Edit access to Signing can see every document marked for signing or uploaded to Signing, in every version. This includes versions that a list restricts to one party, and documents that other participants cannot see elsewhere in the matter.
All versions are visible. If someone uploads a version in a list with access restricted to one party, Signing still takes it, and everyone with Signing access can see it in the Signing module.
Edit access lets a user mark any document they can see for signing. This includes a data room document they can only view. Data room watermarks and the data room download record do not apply in Signing, which is a separate module. Everyone with Signing access can then download the original from Signing.
Packs are shared files. A pack can contain a document that is hidden from one of its signatories. Once the pack is downloaded or sent through DocuSign, Legatics cannot filter its contents for each recipient. You are responsible for what you put in a pack.
Removing access from the Signing module
If you no longer want someone to see the Signing module on a matter, remove both View and Edit permission for that participant.
Setting up roles and organisations
The roles and organisations you give access to are the ones set up for the matter. Matter Admins manage them from Manage in the main navigation, then Participants. See these existing articles: