Audience: Organizations
Audience: NSTs
The short answer: If you'd like to allow signers to edit documents you send them by default, you can set this at the account level. This setting can be overridden for an individual transaction when you create it — doing so only affects that specific transaction.
How it works
This setting does not affect transactions that have already been created.
If you set Signer can edit document by default to:
- Yes — Signers can add or edit fields on the document.
- No — Signers cannot make any changes to the fields other than fulfilling fields assigned to them.
If set to Yes, the document must have at least one signer field for each signer.
Set signer permissions
Log in to your Proof account to complete the steps below.
- Select Settings from the navigation panel on the left.
- If you don't see the panel, select the arrow to expand it.
- Select Transaction Settings from the Settings page menu on the left.
- Select the radio button next to the desired option in the Signer permissions box.
- Select Save changes.
Summary Checklist
- This is an account-level setting — it applies to all new transactions but can be overridden per transaction.
- Navigate to Settings → Transaction Settings → Signer permissions and select Save changes.
- If set to Yes, at least one signer field per signer is required on the document.
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Still unsure? Contact Proof Support for help.
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