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Roles options
Set defaults for the roles performed by users assigned to a client file.
Click on an area in the screen shot below to view its description
Role Sets
Allows the following:
- Role Set - select a role set.
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- creates a new role set. -
- edits the selected role set. -
- deletes the selected role set.
For information on applying roles or role sets to a specific document, see Roles tab - Document Properties.
Role 1 to 8
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Label - the custom title for the user in each role.
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Requires - which roles need to be completed prior to the sign off of a specific role.
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Color - the role color displayed in automatic documents.
Notes
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Selecting multiple roles on the Requires drop-down menu requires all previous roles be signed off.
Example: To sign off Role 3, Role 1 and Role 2 must be signed off.
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Selecting Any of the following and multiple roles on the Requires drop-down menu requires some of the previous roles be signed off.
Example: To sign off Role 3, either Role 1 or Role 2 must be signed off.
