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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.
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.
Adding a dynamic signatory
Click Add Signatory from the right-hand panel.
Select the role for the next participant:
Signer – must sign the document
Reviewer – can review but does not sign
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.
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.
Completing the current signing step
The current signer completes their own signing.
Once completed, the document is automatically routed to the newly added participant.
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.
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.
