1) User rights

As Avvoka is a collaborative platform, you must establish what role each Representative is to have on the document generated from the Template. Set out below is an explanation of each right assigned to a Representative on a document.

Edit Rights

Description

Edit

The user is able to do all of the below and has the authority to edit the text of the document

Comment

The user can answer the questionnaire, view the document and leave comments

Questionnaire

The user can answer the associated questionnaire and can view the document

View

The user can only view the document and does not possess any editing rights

2) Controller:

A “Controller” user is allowed to lock and unlock the document, send document drafts and accept or reject amendments from any Party, however if they are not a Controller they cannot send drafts nor accept or reject amendments from either Party.

3) Rights overview:

Below there is an explanation of what users can do (depending on what rights they have and if they are document Controllers or not):

4) Setting up the user rights on a template:

If you go to the "Parties" on the side-bar of the template, you will be able to set up the different rights of a document. When you edit the rights on the "Template" tab, you will see a field called “Author”, that must be ticked. “Author” tells the system which Party users assigned to your Profile represent when generating documents. The primary use of this function is to help choose which questions are shown to users that create documents on this system (as questions are assigned to individual Parties), as well as which role in the authoring party is generating the document.

You can also select if the user will be a “Controller” or not.

5) Editing the user rights when adding a new user to a document:

When you add a new user to the document on the "Create" tab you will also be able to edit their rights, and make them "Controller" if you want to (as explained above, Controllers will be able to lock and unlock the document, send the document and accept/reject changes from either Party).

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