Adding Participants

Selecting the Signing Option

After uploading the document, the system prompts the user to choose who will be signing the envelope.

Select I will sign with others to indicate that:

• The initiator will sign the document, and

• One or more additional participants will also sign the same document as part of the workflow.

Once this option is selected, click Next to proceed to participant configuration.

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Participant Configuration Screen

In this step, the initiator defines all participants involved in the signing journey.

By default:

• The initiator is already added as a signer

• The initiator appears as an internal/admin user

The left panel displays the participant list, while the right panel is used to configure settings for the selected participant.

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Adding Additional Participants

The initiator can add more signers using the available options:

• Search & add internal users Search for existing internal users by entering at least the first four characters of their name or email.

• Add New External Participant

  Use Add new external participant to include signers who are not part of your organization and add them directly to the workflow.

  Provide the following details:

  • Participant Name

  • Participant Email

  • Mobile Number (optional)

  • Company (optional)

  • Identification Number (optional)

  Once added, the external participant can be configured for signing order, permissions, and signature placement.

Each added participant appears in the participant list and becomes part of the signing workflow.

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Workflow Type and Signing Order

While users can be defined to select in Serial or Parallel or a combination of both, for simplicity a workflow type setting is provided here as a master setting across all participants to either sign in

• Sequential – Participants sign one after another, based on order

• Parallel – Participants receive the document at the same time

The signing order is automatically derived from:

• The selected workflow type, and

• The sequence of participants in the list

This determines when each participant is notified and allowed to act on the document.