If you are an Admin in your organization, you can set the default for the Signer can edit documents toggle to ON or OFF for new transactions. This toggle controls whether or not Signers can edit documents.
Setting the permissions to Yes means the Signer can fill in document toggle will be ON by default on new transactions, and Signers will have Annotation Tools in the pre-meeting flow and during the notary meeting.
Setting the permissions to No means the Signer can fill in document toggle will be OFF by default on new transactions, and Signers will not have Annotation Tools in the pre-meeting flow or during the notary meeting. The only thing they will be able to do is click to fulfill designations.
How to Set Permissions
- Go to: Account Settings > Transaction Settings > Signer Settings tab
- Select Yes or No
- Click Save Changes
If you set Signer can edit documents to off but attempt to send a document that does not have any designations placed, you won't be able to send the transaction. You will see a message that says:
"You must add at least one signature field for each signer before sending."
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