For the complete documentation index, see llms.txt. This page is also available as Markdown.
Adding Dynamic Users
Adding Dynamic Users
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 during template configuration.
Enabling Dynamic Participant Access
To enable dynamic participant access for a signatory:
In the Add Participants step, click on the relevant signatory from the left panel to open their Configure settings panel.
Expand the Signatory Settings section.
Under Configure Attachment Profile, enable the toggle for Allow to add exceptional users and define access controls.
Click Save Details to apply.
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.
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 Behaviour
Once the signing process is completed:
All participants — both original and dynamically added — receive the final signed document and the completion certificate.
