Set authorisation levels in Salesforce

You can define what the role of a contact is. Use:

- signature, for contacts that need to add a signature to the document

- approve, for contacts that need to click on an approve button, but don't need to place a signature on the document itself. This will be logged in the signing log.

- cc, to send a contact a copy after all parties have signed.

- notify, to send a contact the original SignRequest message without the need to sign the document. This contact will also receive a copy after all parties have signed.

Within window.SR_SETTINGS change the 'level' field:


prefilled_signers: [{
		email:"{!Contact.Email}",
		order:1,
		level:'signature' //'signature, cc, approve or notify
	},{
		email:"example@example.com",
		order:1,
		level:'cc' //'signature, cc, approve or notify
	}],
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