Lock document functionality for users
Customer has created custom role for sole purpose of restricting what the users can do with documents sent out, but now they realize that once the document is created from the template they created, they have the ability to change the title of the document and even more detrimental, they can remove FIELDS from the document and then completed documents come back with missing and required information. There should be options within Custom Roles that would limit this ability.
AdminLori Nolen
(Admin, PandaDoc)
shared this idea
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Inability to lock document functionality for users has created major gaps in required workflow for customer already on Enterprise plan. Need ability to lock document functionality within Custom Role options. Customer found over 500 documents that were not logged correctly with their webhook due to the user changing the document title and completed documents are coming back with missing REQUIRED fields b/c user deleted those fields before sending.