What are the roles?

The four primary types of roles are Signer/Signatory, Custodian, Submitter and Administrator. Then there is an ancillary role that of a Group Manager. These roles are granted to users by the admin or can be controlled by the Identity Provider. A Signer/Signatory is a user whose signature is needed on a document and who is therefore assigned by a Custodian to sign a document. Signatories can access a modified version of the application and functionality which is only applicable to them. Signatories can only see documents that have been assigned to them for signatures.

Signatories can:

  • Review a document and/or its details like Certificate Policy, Create Date, Expiry date etc. before signing it.
  • View all the signatures that have already been applied.
  • Apply a signature or reject the request (providing reasons in both cases).
  • Add comments to a document, if desired.
  • Delegate ePak to an appropriate signatory (if delegation option is available).
  • Attach a supported document or attach and self-attest it.
  • Download the unsigned copy of the document(s) from the inbox and/or print it.
  • Download the signed copy of the document.
  • View reports about ePaks they’ve received.

A Custodian is a user that owns the ePak and manages the signing process. A Custodian can see all the ePaks they own. They have access to the original and flattened versions of the documents. An ePak Custodian can:

  • Upload the document(s) and create an ePak.
  • Create and manage Workflows
  • Assign Signatories by attaching existing workflows or creating a quick workflow while composing the ePak
  • Monitor the signing process to ensure completion within a specified time
  • Terminate/Recall their signing request by deleting the respective ePak
  • Restart a stopped (rejected) ePak
  • Mark any of their ePak as completed without requiring signatures from the remaining signers in the workflow
  • Choose to lock their ePak with a password that will then be needed to access the documents for signing
  • Download the original PDF and e-photocopy of the document after all signatures have been applied
  • Delete the completed documents after downloading it (Only if LTS is turned off)
  • Edit their ePaks that are still pending
  • View reports about ePaks they’ve sent

A Custodian also may do everything that Signers can do.A Submitter is a user who has permissions more than a signer but less than a custodian. These users can access a modified version and functionality which is only applicable to them. A Submitter can:

  • Create an ePak from existing document templates ONLY and send it out for signatures
  • Create workflow templates, use existing or create a quick workflow while sending an ePak
  • Submitter can also be restricted to use workflow templates only
  • Edit their pending ePaks- Change signers or reassign ePak to another submitter
  • Restart a stopped ePak However, they cannot:
  • Upload a new document(s) to create an ePak or a document template
  • Edit any existing document template(s)
  • Reassign any of their ePak to a Custodian
  • Use auto append feature or drag any other functional tags while composing
  • Be a group manager

An Administrator (Admin) is a user who can perform administrative tasks such as invite users, manage users, reset passwords, reassign Custodians, and modify application settings. Administrators can:

  • Invite Users
  • Resend/Cancel Invitations
  • Enable/Disable users
  • Assign a role to a user
  • Reset a user’s password
  • Edit other Custodian’s ePak that are still pending
  • View Site statistics
  • Create/edit/delete a group
  • Assign/Change a Group Managers
  • View reports about all ePaks and users within the system

An Administrator also may do everything that Custodians and Signers can do. A Group Manager is a user, a custodian by role, who is responsible for controlling or administering ePaks of a group of custodians. A group manager can:

  • View all groups that they are manager of
  • View ‘My groups’ statistics
  • View ‘My groups’ ePaks
  • View individual group member’s ePaks
  • View ePak details for a group member (like documents within an ePak, viewing signatures and audit trail)
  • Change signer on a group member’s ePaks
  • Reassign a group member’s ePak to another custodian
  • View reports about their groups ePaks

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