# 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.

<figure><img src="/files/CbEGNKA8LnQpeD5HtMAw" alt=""><figcaption></figcaption></figure>

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

***

#### 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.

<figure><img src="/files/ZA5ykUntJG9kwdecWws7" alt=""><figcaption></figcaption></figure>

***

#### Adding Additional Participants

The initiator can add more signers using the available options:

<figure><img src="/files/1mbV8BAwB17L6ZN0J2Cy" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/igU2wzVjMN0o9WOsS0L0" alt=""><figcaption></figcaption></figure>

* **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.

<figure><img src="/files/7rm8mofbVkudHSebbnfN" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/G8PbQ484rozIRW9ZIia3" alt=""><figcaption></figcaption></figure>

***

#### 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.


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