# Adding Participants

### Adding Participants

#### Selecting Participants for the Workflow

After uploading the document, the initiator is guided to define who will participate in the signing workflow.

At this stage:

* The initiator acts only as the sender
* The document will be routed to selected participants for signing or review
* The initiator does not sign the document themselves

Click **Next** to proceed to participant configuration.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2Fmkrnb43u4rSoWXRtmreY%2Fimage.png?alt=media&#x26;token=a1c34b9d-a45d-4257-bccb-67468326d29c" alt=""><figcaption></figcaption></figure>

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#### Participant Configuration Screen

This screen is used to define all users involved in the signing journey.

Key characteristics:

* The initiator is **not included** in the participant list
* Only added participants appear as part of the workflow
* The left panel displays the list of participants
* The right panel is used to configure settings for the selected participant

This ensures the document is signed exclusively by the intended recipients.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FkGfIVai7BAF38URYFDRA%2Fimage.png?alt=media&#x26;token=7a05d87b-bffe-4c67-938d-c1fd31de1e6b" alt=""><figcaption></figcaption></figure>

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#### Adding Participants

Participants can be added 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.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FzERAoREQWSfCqS2aXoWW%2Fimage.png?alt=media&#x26;token=dc13cd10-d313-4c31-8308-2df8ae09b2d7" 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%2F2wo0pbya1oB6qmGvgG4A%2Fimage.png?alt=media&#x26;token=b372d7aa-d098-41ae-926f-26f705407e29" 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

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FarXuyKAc4RD7YwgC2iFC%2Fimage.png?alt=media&#x26;token=ff7204b2-ef78-4556-b0dd-3188a0704b67" alt=""><figcaption></figcaption></figure>

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.