"Sign a document" - Which permissions are needed?

Question

Hello,Are “DS Viewer” permissions enough in order to have access to “Sign a Document” feature (where you are uploading a document and signing it, without sending or receiving)?  Cheers

nathaly.monge · Accepted Answer

Hello @Nika,Welcome to the Docusign Community and thank you for posting your concerns!Unfortunately, the “DS viewer” permission profile is not enough to be able to use the “Sign a Document” feature, They would need to be able to send envelopes to have the option however, any document that is sent to them for signature by a third party can be easily accessed and signed with a DS viewer or even without an account as they would only need to sign.Let us know if you need further assistance with this.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

Nika · Answer

Hi, thank you for your answer!Is it possible to archive such a document (signed with “Sign a document” feature) to SharePoint, e.g. using Agreement rules? Can we add Document or Envelope custom fields to the document?RegardsNika

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