Granting Document Management Permissions

Only the admin can perform this action.

  1. Login to eformsign.
  2. Go to the “Manage templates” menu in the sidebar.
  3. Click the template settings button (⚙️) on a template.
  4. Click the “Set permissions” tab.
  5. Scroll down to ‘Document management’ section
  6. Select the member or group you want to grant document management permissions to.
  7. Click the “SAVE” button at the top right corner of the screen.

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