If you'd like to allow signers to edit documents you send to them by default, you can set that at the account level by following the instructions below.
This setting can be overridden for an individual transaction when you create it; doing so will only affect that specific transaction.
Who can do this
Only account admins and owners can perform the actions described below.
What to expect
This setting does not impact 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 you set Signer can edit document by default 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.
- Click Settings from the navigation panel on the left.
- If you don't see the panel, click the arrow to expand it.
- Select Transaction Settings from the Settings page menu on the left.
- Select the radio button next to the desired options in the Signer permissions box.
- Click Save changes.