Adding Dynamic Users
Dynamic Participants
Dynamic Participants allow selected signatories to add additional participants during an active signing workflow, without restarting or recreating the document. This capability is controlled at the signatory level.
Enable Dynamic Participant Access
Dynamic participant access is granted by enabling a specific permission while configuring a signatory in the Add Participants step.
Steps:
In the Add Participants step, click on the signatory from the left panel to open their Configure settings panel on the right.
Under Signatory Settings, locate the toggle labelled Allow to add exceptional users and define access controls.
Enable the toggle to grant this permission to the signatory.
Click Save Details to apply the configuration.
Once enabled, this signatory will be permitted to add new participants during the signing process.
How Dynamic Participants Work During Signing
Only signatories with the Allow to add exceptional users and define access controls permission enabled can add participants during an active workflow.
Authorised signatories can add new reviewers or signers while the workflow is in progress, and assign roles and access permissions to the newly added participants.
The workflow continues without interruption or restart.
Completion Behavior
Once the signing process is completed, all participants — both original and dynamically added — receive the final signed document along with the completion certificate.
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