How secure Document Signing with User Roles

Your application might want to use user roles to control access to Sign and View documents. Navigate to Permissions section to secure your document signing and updates. You can secure your document signing with password and/or permission roles.

Navigate to omniSign \ Documents.

1. Select Edit in options menu next to the document you want to manage.
2. Navigate to Permission section and select User Roles that is required to sign documents. For example, User role is required to submit a signature. Learn how to manage User Roles.
   • With Permission roles set, visitors will need to sign up or sign in to sign and view documents and be a member of the selected roles. Select the roles required with a toggle.
   • Configure Security options:
     1. With Password, visitors will be asked to enter this password in order to sign and view documents;
     2. With Email,  visitors will be emailed one time password in order to sign and view documents
     3.  With Sms,  visitors will be emailed one time password in order to sign and view documents