chore: add asssitant role to the docs (#1638)

This commit is contained in:
Ephraim Duncan
2025-02-17 04:42:37 +00:00
committed by David Nguyen
parent 5fc724b247
commit fb16214dc5
2 changed files with 8 additions and 7 deletions

View File

@ -14,4 +14,4 @@
"public-api": "Public API",
"embedding": "Embedding",
"webhooks": "Webhooks"
}
}

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@ -85,12 +85,13 @@ You can also set the recipient's role, which determines their actions and permis
Documenso has 4 roles for recipients with different permissions and actions.
| Role | Function | Action required | Signature |
| :------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
| Signer | Needs to sign signatures fields assigned to them. | Yes | Yes |
| Approver | Needs to approve the document as a whole. Signature optional. | Yes | Optional |
| Viewer | Needs to confirm they viewed the document. | Yes | No |
| BCC | Receives a copy of the signed document after completion. No action is required. | No | No |
| Role | Function | Action required | Signature |
| :-------: | :-----------------------------------------------------------------------------: | :-------------: | :-------: |
| Signer | Needs to sign signatures fields assigned to them. | Yes | Yes |
| Approver | Needs to approve the document as a whole. Signature optional. | Yes | Optional |
| Viewer | Needs to confirm they viewed the document. | Yes | No |
| Assistant | Can help prepare the document by filling in fields on behalf of other signers. | Yes | No |
| CC | Receives a copy of the signed document after completion. No action is required. | No | No |
### Fields