Overview
LinkSquares Sign can provide a specific set of functions, when users' main focus is to send a signature request out to counterparties.
Below details what Roles and Permissions are required to have a smooth workflow using LS Sign during the signature process.
Note:
The matrix below is for users who have only a Sign Role/Permissions. If the user has a role/permissions in Finalize, all the same accessibility in Finalize applies. Finalize User Permissions
Process
Sign-Only Permissions
| License Type | Lite Standard | Power |
| User Role | Member | Administrator |
| Agreement Management | ||
| Create agreements (Signature-only) | ✔️ | ✔️ |
| Add new versions | ✔️ | ✔️ |
| Add comments | ✔️ | ✔️ |
| Download agreements | ✔️ | ✔️ |
| Add collaborators | ✔️ | ✔️ |
| Remove collaborators | Remove self only | Yes, except for authors |
| Access agreements | If author, collaborator, or agreement owner | ✔️ |
| Export agreements | ✔️ | ✔️ |
| Run LinkAI Smart Summary | ✔️ | ✔️ |
| Signature Requests | ||
| Create signature request | ✔️ | ✔️ |
| Reassign signature request recipients | ✔️ | ✔️ |
| Tasks* | ||
| Create approval tasks | ✔️ | ✔️ |
| Create to-do tasks | ✔️ | ✔️ |
| Create standalone tasks | ✔️ | ✔️ |
Tasks* will apply depending on the Finalize user Role and Permission provided