Licensing Details
Full
Full - Full functionality including import via Desktop Agent and Office Add-In.
Full v2 - The same permissions as Full, but defaults to using the new UI
Custom - Full but with a different starting page e.g. a custom tool or static form.
Sub Licenses
Sub licenses are not added directly. Each full license provides the ability to create 2 or more sub type users. e.g. 1 full user license allows 4 share users to be created.
Share (4) - Cannot login, can only access PaperTrail from email links Sent via Share, Share Node and eSign actions.
View (2) - View only functions, no import capabilities.
Desktop (2) - Import only via Desktop Agent or PaperTrail Office Add-In, no login via front-end.
Portal (External)
Portal licenses are designed to allow external companies and users to login to a very minimal view to view documents that are logically owned by them e.g. Viewing invoices made out to you.
Portal Users have the same permissions as View and are automatically redirected to the Classic Portal view: http://
Scan
Same as Full but also allows the use of the Web Scan client.
Deprecated
Mobile Removed in 8.8.0, all users except desktop can use mobile.