Roles and How to Add Participants

The biggest change you’ll notice coming from App1 is that Parties (Signers) are now called Participants.

Each Participant has a Role, depending on the type of action they’ll be doing in the document. There are three Roles: 

• Approver 

• Signer 

• Witness

Add, change, or remove a participant by clicking on the Manage Participants button on the Edit Page.

If the order of Participants needs to be rearranged, that can be done by dragging and dropping the list of Participants on the left of the page.

On the newly made Participant card, use the dropdown menu to select the Role

• Signers will need at least one Signature field for a Template to be valid for sending. 

• Approvers do not sign the document but only approve it, they will need to be assigned at least one field (other than a signature) to a Template to be valid.

• Witnesses must be assigned a Signer. Add them by clicking the +Add Witness for this Participant button.