Restrict document creator to fill out fields assign to recipients when a document is in Draft
2
votes
Sonia Serra
shared this idea
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Peter Conkling
commented
After the client completes their required fields and signs, we need the document to return to the original preparer so they can enter a contract start date and then sign. The key requirement is that this start date field must be technically locked and not editable by the preparer until after the client has executed the document.
Have the need to prevent the creator from filling in fields prior to sending.