Document:Role: Difference between revisions
(Created page with "A '''role''' (with respect to documents) is a subscription-specific label that can be assigned to contacts in order to represent the parties to a document. == Built-In Roles == Some roles are defined by the system and carry a special meaning: * '''From''' - The author/sender. Defaults to the current member when generating documents. * '''To''' - The addressees/recipients. Defaults to the client or current contact when generating documen...") |
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Latest revision as of 16:44, 24 October 2024
A role (with respect to documents) is a subscription-specific label that can be assigned to contacts in order to represent the parties to a document.
Built-In Roles
Some roles are defined by the system and carry a special meaning:
- From - The author/sender. Defaults to the current member when generating documents.
- To - The addressees/recipients. Defaults to the client or current contact when generating documents.
- CC - Carbon copy recipients (visible to all recipients).
- BCC - Blind carbon copy recipients (not visible to other recipients).
See Also
Role (with respect to security)