How to download team documents using custom permission?

By default, Account Admin,Team and account administrators do not have access to download documents created by team members unless custom permissions are granted. However, if you are the account owner, you can create custom permissions to allow document downloading. You can grant permission for downloading Completed Team Documents, Team Bulk Link documents, and Team Bulk Send documents. These permissions enable authorized users to download finalized and signed documents created by their team members.

Downloading team documents

• Navigate to the Users & Teams section and select Custom Permissions.
• Click the New Custom Permission button in the page’s top right corner.
• Complete all required fields and choose View Document in the Documents setion under Resources and Permissions.

• Scroll to the Access Type field and select Allow. Click Save.
• The custom permission has been created successfully. The account or team admin can now view and download the document.

Downloading team bulk link documents

• Navigate to the Users & Teams section and select Custom Permissions.
• Click the New Custom Permission button in the page’s top right corner.
• Complete all required fields and choose View Document in the Bulk Link setion under Resources and Permissions.

• Scroll to the Access Type field and select Allow. Click Save.
• The custom permission has been created successfully. The account or team admin can now view and download the document.

Downloading team bulk send documents

• Navigate to the Users & Teams section and select Custom Permissions.
• Click the New Custom Permission button in the page’s top right corner.
• Complete all required fields and choose View Document in the Bulk Send setion under Resources and Permissions.

• Scroll to the Access Type field and select Allow. Click Save.
• The custom permission has been created successfully. The account or team admin can now view and download the document.

To know more about custom permission, check out this article: Create custom permission.