Roles and How to Add Participants

The biggest change you’ll notice coming from App1 is that Parties (Signers) are now called Participants and need to be added to a Template before being assigned fields.  

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

• Approver 

• Signer 

Add a Participant by clicking on the + Add Participant button (see label 1 on the diagram below). A document can have up to 99 Participants (and their witnesses). 

On the newly made Participant card, use the dropdown menu (label 2 on the diagram) to select the Role - either Signer or Approver. 

• An Approver will need to be assigned at least one field (other than a signature) for a Template to be valid for sending. 

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

A Witness can only be added to a Signer Participant. Add them by clicking the +Add Witness for this Participant button on the last line of a Signer’s card.