Setting workflow permissions
Setting Workflow Permissions
Workflow permissions allow the template creator to control what each signatory can access and perform during the signing journey. These permissions are configured at the signatory level and help enforce document confidentiality and controlled collaboration.
Where to Configure
Workflow permissions are configured directly within the Add Participants step:
Click on the relevant signatory from the left panel to open their Configure settings panel.
Expand the Signatory Settings section.
Configure the required permissions under Configure Attachment Profile.
Click Save Details to apply.
Available Permission Controls
1. Configure Attachment Profile
Select a Profile Name from the dropdown to define the type of attachments the signatory is required to submit as part of the signing process.
2. Restrict Document Download
Don't Allow to download documents — When enabled, the selected signatory cannot download the document during or after the signing process. Useful for restricting document access for specific participants.
3. Dynamic Participant Access
Allow to add exceptional users and define access controls — When enabled, the selected signatory can add new participants during an active signing workflow. Refer to the Adding Dynamic Users section for full details.
4. Control Attachment and Comment Visibility
The Configure Attachment Profile table lists all other signatories in the workflow. For each co-signatory listed, the following visibility controls are available:
Hide Attachments
Prevents the selected signatory from viewing attachments uploaded by the listed co-signatory.
Hide Comments
Prevents the selected signatory from viewing comments added by the listed co-signatory.
Note: The visibility table reflects all signatories added to the workflow. If only one signatory has been configured, the table will display No signatories available until additional participants are added.
Key Notes
Permissions are configured independently for each signatory. Repeat the process for every participant whose access needs to be controlled.
All permission settings are locked into the template and apply each time the template is used to initiate a signing transaction.
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