# 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="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FuSSD9eMn1p1OsMsoqloF%2Fimage.png?alt=media&#x26;token=590e7425-e203-403c-89d1-851d2c495882" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FpXu6t648iwHqHRh79Q3t%2Fimage.png?alt=media&#x26;token=4fa561bc-82ba-46e8-81fb-6ea8c1362f0c" alt=""><figcaption></figcaption></figure>

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#### Adding Additional Participants

The initiator can add more signers using the available options:

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F0CUNCyHXzUQx8ttBUYhM%2Fimage.png?alt=media&#x26;token=11496502-692d-497c-bf6c-a110dfa42cb7" 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="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2Ftv0YkL6ee1KWLZDRWlkH%2Fimage.png?alt=media&#x26;token=88b054cd-8078-4411-bebd-7e1114a48cd9" 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="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FX5reWLgG3Ox7RtyByluR%2Fimage.png?alt=media&#x26;token=0186c996-6305-464c-8663-9315dc039f79" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2Fr9yERHk4spsSFd9brlIv%2Fimage.png?alt=media&#x26;token=142f94fc-e7e0-4847-bc21-61a25fbb1377" alt=""><figcaption></figcaption></figure>

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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.