Document:Role
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)