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Org Wise Permission

Control which features and capabilities are active across your entire organisation from a single settings panel.

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Written by Mansi Rana

Overview

Org Wise Permission lets account administrators enable or disable specific platform features at the organisation level. Each setting applies universally, meaning it affects every user in the account. This makes it the central place to manage feature availability without needing to configure access user by user.

How to Access Org Wise Permission

1. Click on Settings from the left-hand navigation bar.
2. Click on User Management.

3. Select the Org Wise Permission tab.

Available Permissions

The table below lists each setting and what it controls.

Setting

What It Controls

Ck Editor Enabled

Shows or hides the Edit Draft and Initiate Sign buttons on the Contract Details page.

E Signing Enabled

Enables signing and the ability to set a default signatory in contracts.

Ai Chat Enabled

Activates AI features including Chat with your Draft in Contract Details, Gen AI in OnlyOffice, and Copilot in MS Word.

Only Follower Template List

Restricts the template list to templates created by the logged-in user only. When enabled, users see only templates tied to their own account.

Auto Archive

Automatically archives expired contracts after a specified number of days.

Use Contract Sub Type As Identifier

Includes contract subtype codes in contract unique identifiers.

Is Esign Expiry Alert Enabled

Enables or disables alert notifications when an e-sign request is approaching expiry.

Master Search Enabled

Activates the Search Inside Your Files option in Codex.

Is Legistify Sign

Routes all signatures through their respective signing method: Virtual Sign via Legistify Sign, and Aadhaar Sign via Digio Sign. When disabled, all signs go through Leegality.

Is Ms Editor Enabled

Enables or disables the Microsoft Word editor for contract drafting.

Smart Extract Enabled

Activates the Extract Contract Meta Data option in Codex.

Legacy Edit Enabled

Allows editing of both new and existing legacy contracts.

Is Slack Notification Enabled

Enables the Slack integration in the Product Integration section.

Enable Sign On Supporting Docs

Shows the Sign button in the Documents section of Contract Details.

Enable Import In Template Contract

Shows the Import Contract button in the template contract section when creating a new contract.

Enable Legacy Contract Manual Upload

Allows users to upload legacy contracts manually.

Template Mapping Enabled

Allows users to map a template as a parent or child to other templates.

Enable Set Turn

Allows users to set the turn for a contract.

Enable Switch Workspace

Allows users to switch between multiple workspaces using the workspace switcher in the top navigation bar.

Show Unique Id In Signed Document

Displays the contract's unique ID on the signed document.

Send Welcome Email On User Creation

Sends an automated welcome email to a user when their account is created.

Summary In Sign Email

Attaches an AI-generated contract summary to the sign email sent to signatories.

Past Date Confirmation On Contract Form

Shows a warning when a past date is entered while creating a contract.

Allow Admin Reverse Expired Stage

Allows org admins to use Reverse Stage to move an expired contract back to its previous stage in contract Actions.

Merge Signed Doc And Audit Trail

Merges the audit trail and signed document into a single PDF across all e-sign flows. The audit trail appears first, followed by the signed document.

Auto Run Verify Details Enabled

Runs an automatic daily verification of contract details against AI-extracted values and sends the report to contract followers.

E Sign Service

Sets the signing provider used for Aadhaar and DSC signing when creating a new contract. Options are VSign, Leegality, and Digio. Changes apply to all new contracts going forward. Existing in-progress signing requests are not affected.

How to Update a Permission

  1. Go to Settings > User Management > Org Wise Permission.

  2. Locate the setting you want to change.

  3. Click the checkbox in the Permission column to enable or disable it.

  4. Click Save to apply your changes.

Changes apply immediately across the organisation once saved.

Conclusion

Org Wise Permission gives administrators a central location to control which features are available to all users without managing access individually. If a feature is not appearing as expected for your team, checking the relevant toggle here is a good first step. Reach out to support if you need guidance on which settings are appropriate for your organisation.

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