Matter Administrators control who can view and edit the signing view. This article sets out how to do this.
Permissions available
For each permission, documents are only visible to the user if they have permission to see that document in the list view
For example, if you hide a row from a user, then grant them the "view signing" or "edit signing" permission, no documents in that row will be visible in the signing view.
Permissions | What this does |
View signing | ✔️ Users with this permission can't take any actions. It's strictly view-only
Allows the user to see, in the signing view:
|
Edit signing | ✔️ Users with this permission can take any actions, but only on documents they're allowed to see
❌ The only exception to this is DocuSign. DocuSign functionality is only available to users who belong to the customer who set-up the matter.
See our articles on signing documents to understand what actions can be taken. |
How to set permissions for the signing view
Make sure you are in the signing view.
Click on the padlock icon.
Once the pop up opens, scroll across until you can see the columns "View signing" and "Edit signing".
Select the permissions you want to apply to each organisation.
✋ Tip: By default, only organisations with matter administrator rights will be able to view and edit documents in the signing view.
Click "Save".
Next steps:
If you have any questions or would like further assistance, email support@legatics.com.