When setting up EasySign templates, you have the ability to set permissions on where and how the document can be used. Learn more below.
Some features may not be available to you at this time. Please contact us for questions or issues.
Change EasySign Permissions
Setting EasySign permissions allows you to select locations in which an EasySign can be used. The locations that are selected will be the only location in which an EasySign can be added to a job template.
EasySign permissions only affect whether an EasySign can or cannot be used in a Job Template for a specific location!
- From the EasySign page, locate the template you'd like to change
- Click Permissions to open the permissions window
- In the pop-up window, check the box for the locations in which the EasySign template can be used
- Click Save
Considerations
- If an EasySign is not authorized to be used for a location, that EasySign cannot be added to a Job Template for that location
- An EasySign can still be added to an individual Open Job in a location not authorized to use the EasySign
- In order to avoid confusion, it is recommended to use location titles in the Internal Names of EasySign templates, as well as Job Templates, to ensure the right documents are authorized for the right locations
For questions, comments, or issues, please contact us!