What is a role

This guide walks you through what a role is when editing documents and how they're used within the document workflow. 

When you're creating legal documents, internal documents such as vacation applications, and a host of other documents, it's common for multiple people to be involved. 

Each person is responsible for filling out or signing specific places within the document. 

Roles within DoxFlowy Documents allow you to indicate who should be responsible for providing certain information. 

For example, let's say you have an employment agreement. One person, the employee, would be responsible for things like their full name, address, phone number, email, etc. You may call this role 'employee' in your document. 

Another person such as your HR team leader would be responsible for filling out information such as the job description, the responsibilities of the employee, their compensation, etc. You may call this role the 'employer.'

Within DoxFlowy Documents, you can set the roles of the employee and employer. This is a prerequisite before you add tags. Without roles, tags cannot be added to the document because they won't belong to anyone to fill out and would, in essence, be useless. 

To create roles, click the purple add tags button in the right-hand menu.

After clicking the button, a modal will open.  Once the modal is open, click into the field that says 'name of role.'

Name your role and click the purple 'add' button. Repeat this process until you've added all the relevant roles for the document you're creating. 

After you've finished adding all of the roles you need, you can click the 'X'  button in the top right corner of the modal. Now, look to the right-hand side of the screen and select a role from the role selector drop-down. 

Once a role has been chosen, all of the default tags will be available to add to your document. 

If the default tags available don't meet your needs, you can create custom tags that can be inserted into the document. 

Note: Once custom tags are created, they'll be available to use within every subsequent document you create. This helps reduce the number of tags you need to keep track of and ensure you have a uniform naming convention across documents. This is especially important when you're trying to generate multiple documents from a single form.