# Adding dynamic users

### Adding Dynamic Users (During Signing)

In some workflows, internal users are allowed to **add new participants dynamically while signing a document**. This capability is enabled by the initiator while creating the workflow from a template.

When this option is available, the signer will see an **Add Signatory** panel on the right side of the signing screen.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FI9IWKEM1mSpnvYKJiONE%2Fimage.png?alt=media&#x26;token=cdcf596e-fcf6-463a-ad56-5ba906b07bd1" alt=""><figcaption></figcaption></figure>

#### When can dynamic users be added?

* The document is initiated **from a template**.
* The initiator has enabled **dynamic participant addition**.
* The internal user is currently reviewing or signing the document.

This allows the workflow to be extended **without restarting or re-initiating** the document.

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#### Adding a dynamic signatory

1. Click **Add Signatory** from the right-hand panel.
2. Select the role for the next participant:
   * **Signer** – must sign the document
   * **Reviewer** – can review but does not sign
3. Add the participant by:
   * Searching for an existing user, or
   * Creating a new user on the fly by entering their details.

Once confirmed, the system displays a success message indicating that the new participant has been added.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FVFQqeaG89skW9AqCZg9J%2Fimage.png?alt=media&#x26;token=848eb439-5e6c-4ffe-a8f9-6738f28a2b84" alt=""><figcaption></figcaption></figure>

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#### Placing signature placeholders

After adding the dynamic user:

* The signer is prompted to **drag and drop the signature placeholder** onto the document.
* The placeholder defines where the newly added participant must sign.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FlrjjVJuNfIuwktGGrpQ8%2Fimage.png?alt=media&#x26;token=fbd805d8-f5bd-4233-b836-73247bac4f8e" alt=""><figcaption></figcaption></figure>

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#### Completing the current signing step

* The current signer completes their own signing.
* Once completed, the document is automatically routed to the newly added participant.

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#### Impact on signing order

* The **Signing Order Diagram** is updated in real time.
* The diagram clearly shows:
  * The newly added participant
  * Their role (Signer / Reviewer)
  * Their current status (Pending / Completed)

This ensures full transparency into how the workflow has evolved during signing.

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#### Why use dynamic users?

Dynamic user addition is useful when:

* An additional approver is identified mid-process
* A missing signer needs to be included
* The signing sequence needs to adapt to real-time business requirements

This feature keeps the signing flow **flexible, controlled, and audit-friendly**.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F8bDvJjhvSHbSgBIh6yQp%2Fimage.png?alt=media&#x26;token=74dc1455-276d-4ee0-9771-359f75df054e" alt=""><figcaption></figcaption></figure>