[This feature is reserved for members with an admin role]
A blank project is a project that has no pre-existing configuration, as it is not created from a template.
It has:
no defined document body
no approval workflow or signature order defined
no specific configuration (custom summary sheet, destination folder in the repository, reminders, participants, attached files).
A contributor using a blank project will not have access to any pre-configuration made by admin members when creating a new negotiation, storing a previously signed document, or signing a document.
Block / allow the creation of blank projects for contributors
As an Admin user, you can decide whether or not to make the creation of blank projects available to contributors.
Click on your Workspace name in the top-left corner:
Click on "Workspace settings":
Click on "Members":
In the "Rights" area, you can leave the "Blank project" option unchecked to prevent their use by contributor members or activate it to allow it:
 💡 Members with a Manager status can always use the "Blank project" option for a new negotiation, to store a signed contract, or to sign an external document. |
Contributors access
Here's what this change means for contributors:
The user creates a new project.
Regardless of which of the 3 creation options they choose, contributors are invited to select a project type (i.e. a template) made available by an administrator or, where applicable, to create a blank project with no configuration.
If the "Blank project" option has not been activated by an administrator member, this type of project will simply not be displayed in the contributor interface above.
Contributors will have to choose among one the available options only.