Admins of organisation and users added to a document while sharing or signing can access the document.
If you'd like to grant access to a document within your account, add them to the document as shown below:
Step 1: In your document, click on Manage all (people icon).
Step 2: Click on Add collaborators.
Step 3: Fill in the Email, First Name, Last Name, and the Role. Then, click on the Invite button.
The Role can be:
Viewer: Full viewing and commenting rights
Admin: Full access and permissions to the entire flow but cannot delete the document nor manage owner.
You can also edit/ enter your custom message, which will be added to the invitation email.
The invitee will receive an email to access the document.
Click here to know how the email invitation works for the counterparty.
If you have any questions, please feel free to reach out to us via our live chat or email us at service@zegal.com