Managing roles

You can create new roles that will determine who can fill in certain form fields.

To manage roles,

• go to the Forms tab in the top toolbar,
• click the Managing Roles icon,
• click the New button to create a new role,

  

• type in the role name and choose its color if necessary. You can also create a custom color by clicking the corresponding menu item,
• click OK to create a new role,
• set the order in which the fillers receive and sign the document using the and buttons,
• use the Edit or Delete buttons to change the roles or delete them,
• click Close to go back to form editing.

When saving the form as .pdf file, you can view all roles created for the form.