Manage document access rights with tags

As an Administrator, you can give individual users or teams in your company permission to access documents that have a specific tag in the Tags & Document access menu (NEW as of 1/25/2018).

Types of documents:

These access rules apply to both:

  • Document Templates - so that the users/teams can use templates specific to their needs;
  • Executed documents - in addition to having access to the executed documents generated by or shared with the user him/herself, this permission gives the user automatic access to documents that have a certain tag, as soon as they are fully signed.

These access rules do not apply to documents that are in Review.

You can assign as many teams and users as you want to a tag.

Viewing access rules:

As an Administrator, you can view who has access to which tags in the Settings >> Tags & Document access menu:

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In this example, all documents tagged as "employment" will be accessible by the Human Resources team and an additional user (+1).

 

Creating or Editing a Document access rule:

Document Access rules are defined through an Administrator selecting tags then selecting the list of users/teams to give access to.

In the Tags & Document access menu, create a new tag by clicking the blue "ADD NEW TAG" button.

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Grant or edit document access by selecting the box beside one or multiple tags and click “Set access rights”.

 

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Add or remove users or teams by selecting (or de-selecting) the box beside their name and clicking Save.

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All Templates and Executed documents bearing that tag will be accessible to those users.

Important: By default, new users added to your account will not have access to any documents until granted by an Administrator.

 

 

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