Participants and signing flows

Design robust participant journeys for simple and complex agreements.

Outcomes

• Configure participant roles correctly.
• Control signing order and handoffs.
• Handle witnesses, approvers, and edge cases.

Core tasks

1. Roles and How to Add Participants
2. Signers and Approvers
3. Sequential or Simultaneous Signing
4. How to Add a Witness
5. Linked Recipients
6. Signer Can Reassign Document
7. Signer Can Reject Document

Concepts to understand

• Participant Roles and Workflow Types
• Signing Experiences

Related task shortcut

• Reset Party

Next module

Sending at Scale and Operations