Introduction
Managing roles within templates is crucial for ensuring that the right people have access to the correct fields and functions in your documents. BoloSign allows you to easily enable or disable roles within your templates, providing flexibility and control over document management. Follow these steps to manage roles in your PDF templates effectively.
Step-by-Step Guide to Enabling or Disabling Roles
1. Click on "PDF Template"
2. Kindly specify the roles as needed.
3. Now that all roles have been incorporated, you may proceed to add the desired fields in accordance with the required role's document.
4. For the specified role, I have added fields according to the requirements. You can now supplement them as per your specific needs.
FAQs
How do I enable or disable roles in BoloSign templates?
Navigate to the "PDF Template" section, specify the roles, add the necessary fields, and then use the template editor to enable or disable roles as needed.Can I modify roles after creating the template?
Yes, you can modify roles at any time by editing the template and adjusting the role settings.What happens if I disable a role in a template?
Disabling a role will remove the associated fields and access for that role in the template, ensuring that only active roles can interact with the document.
Conclusion
Enabling or disabling roles inside templates in BoloSign provides flexibility and control over your document management process. By following these steps, you can ensure that your templates are set up with the appropriate roles and fields, enhancing the efficiency and accuracy of your digital workflows. BoloSign’s robust features and intuitive interface make managing roles within templates straightforward and effective.