For the complete documentation index, see llms.txt. This page is also available as Markdown.
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.
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.
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.
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.
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.
