Granting Document Management Permissions

Only the admin can perform this action.

1. Login to eformsign.
2. Go to the “Template Management” menu in the sidebar.
3. Click the template settings button (⚙️) on a template.
4. Click the “Document Manager” tab.
5. Select the member or group you want to grant document management permissions to.
6. Click the “SAVE” button at the top right corner of the screen.