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Defining Roles in the E-Signing Journey

Step into the roles that shape the e-signing process, each vital to the journey of an agreement.


The Role of Participants​

In every digital agreement, participants take on specific roles that are key to the e-signing journey. Understanding these roles ensures the smooth flow of the process.


Signers: The Essential Presence​

  • Mandatory Inclusion: At least one signer is essential for every agreement. Their e-signature is what drives the agreement toward completion.
  • E-Signing Duty: Signers electronically endorse the document, marking their agreement to its contents.

Approvers: The Gatekeepers​

  • Decision Makers: Approvers, distinct from signers, have the authority to either greenlight or halt the signing process.
  • Power to Influence: Their approval or disapproval is pivotal; a disapproval cancels the agreement process, with notifications sent out if communication features are active.

The Issuer: The Versatile Administrator​

  • Dual Role: The issuer of the agreement can also be a signer or an approver but is always the administrator, overseeing the e-signing process.
  • Comprehensive Management: Beyond their role as a signer or approver, the issuer monitors and manages the signing process, ensuring everything runs as planned.

Crafting Agreements with Defined Roles​

When setting up an agreement:

  • Ensure Signer Presence: Always include at least one signer to activate and move the agreement towards its conclusion.
  • Balance Roles for Effective Management: Strategically assign roles to align with the agreement's nature and goals, considering the dual role of the issuer as an administrator.

Properly defining participant roles is crucial for a seamless and compliant e-signing process, aligning with the unique dynamics of each agreement.