How to edit the participant role after sharing a document

About this article

In this article, we will explain how to edit participants' roles after sharing the document.

Edit the participant role after sharing the document 

1. Go to yourcompany.templafy.com/engage
2. Navigate to Sent in Manage documents 
3. Click on the desired shared document
4. Go to Participants tab
5. On the participant row, click on Edit role in the ellipsis menu
6. Change the role of the participant with the dropdown
   • Comment: the participant can comment and interact with the document
   • View: the participant can only view the document
7. Click Save

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