> **Source:** https://knowledge.leegality.com/document-execution/workflows/v4/understanding-v4/document-assignment
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---
# Document assignment

v4 allows you to assign specific primary documents to each invitee. This guide explains selective document assignment.

## What is document assignment?

Document assignment lets you control which documents each invitee receives from your document pack. Instead of sending all documents to everyone, you selectively assign specific primary documents to each invitee.

**How it works:**
- You create a document pack with multiple primary documents
- You add invitees
- For each invitee, you choose which primary documents they should receive and in what order
- Each invitee previews and signs/reviews only their assigned documents

**Example:**
A loan document pack contains Loan Agreement and Property Documents. You assign both documents to the Borrower, but only the Loan Agreement to the Guarantor. The Guarantor never sees the Property Documents.

> **Info — Key point**
>
> You assign **primary documents**, not sub-documents. All sub-documents within a primary document go together.

## How to assign documents

When configuring invitees in the Invite step:

1. Click **Assign Documents** on the invitee card
2. Select which primary documents this invitee should receive
3. Each invitee must be assigned at least one primary document

> **Info — Selection order is viewing order**
>
> When an invitee is assigned multiple documents, they view the documents in the order you selected them — the first document you select appears first in their signing journey.

## Assignment example

```mermaid
graph LR
    Pack[Document Pack] --> D1[Loan Agreement]
    Pack --> D2[Property Documents]

    D1 --> B[Borrower: Signs both]
    D2 --> B

    D1 --> G[Guarantor: Signs 1]

    D2 --> O[Bank Officer: Reviews 1]

    style Pack fill:#e1f5ff,color:#1a1a1a
    style D1 fill:#fff4e6,color:#1a1a1a
    style D2 fill:#fff4e6,color:#1a1a1a
    style B fill:#d4edda,color:#1a1a1a
    style G fill:#d4edda,color:#1a1a1a
    style O fill:#d4edda,color:#1a1a1a
```

**What each person sees:**
- Borrower: "You have 2 documents to sign"
- Guarantor: "You have 1 document to sign"
- Bank officer: "You have 1 document to review"

> **Info — What invitees see**
>
> Invitees see only their assigned documents in the signing interface and notifications. They don't see other documents in the pack.