Overview
LinkSquares Finalize Administrators can determine which users can send out Signature Requests via LinkSquares Sign or leverage any of the eSignature integrations (i.e., DocuSign and Adobe Acrobat Sign). Having permissions set by user, ensures agreements are not sent unexpectedly and all users have set expectations in their role about the agreement process.
Note: The permissions to send agreements out for signature cannot be independently configured for each eSignature tool. If a user is granted Signature Request permissions, they can send agreements out for signature using any available eSignature tool.
Process
1. To begin, go to Settings from the app selector.
2. Select Finalize App.
3. Go to the Signature Requests tab.
Note: All Finalize Administrators can send agreements out for signature. These users are listed in the Finalize Admins section.
Granting Signature Request Permissions For All Users
To grant Signature Request permissions to all non-Administrator users, select All other users from the Give Signature Request Permission to field.
Note: This is the default setting for Signature Request permissions.
A banner will appear at the top of the page to indicate that Signature Request permissions have been successfully granted to all users.
Granting Signature Request Permissions For a Subset of Users
To grant Signature Request permissions to a subset of non-Administrator users, select Specific users from the Give Signature Request Permission to field.
A search bar will populate. Input the user to which you would like to grant Signature Request permissions into the search bar.
Click the + icon next to their name to add them to the Permitted users list.
A green banner will appear at the top of the page to indicate that the selected user has been successfully granted Signature Request permissions.
Disabling Signature Request Permissions
To disable existing Signature Request permissions for a specific, non-Administrator user, click the X icon next to their name.
A confirmation message will appear.
Click YES, REMOVE to remove the selected user from the Permitted Users list.
A banner will appear at the top of the screen to indicate that the Signature Request permissions for the selected user have been removed.
Signature Request Permissions Restrictions
The capabilities within Finalize and Sign differ for users without Signature Request permissions.
Finalize
Within Finalize, the eSignature tool drop-down is disabled within the individual agreement view.
If users without Signature Request permissions hover over this drop-down, a message appears, indicating that they do not have the necessary permissions.
Sign
Within Sign, users without Signature Request permissions cannot initiate a Signature Request from the Start a Signature Request section.
If users without Signature Request permissions attempt to upload a file, a banner appears, indicating that they do not have the necessary permissions.
Note: Users without Signature Request permissions still have access to any relevant Signature Request statistics.
To learn more about the statistics associated with Signature Requests, reference our article LinkSquares Sign: Signature Request Tracking.