Skip to main content

Participant Roles in Agreements

Every participant plays a defined role in the e-signing process — from signing and approval to oversight. Understanding these roles is key to structuring agreements effectively.


The Role of Participants​

Each digital agreement involves one or more participants, each assigned a specific role. These roles determine what actions they can take and how they contribute to the signing process.


Signers​

  • Required: Every agreement must include at least one signer.
  • Action: Signers provide their electronic signature to complete the agreement.

Approvers​

  • Review and Decide: Approvers review the content of the agreement and choose to either approve or disapprove it.
  • Impact: A disapproval immediately cancels the agreement. If notifications are enabled, other participants will be informed.

Issuer​

  • Administrative Role: The issuer is the one who creates and configures the agreement.
  • Optional Participant: The issuer may also act as a signer or approver but is always the administrative owner of the process.
  • Oversight: Responsible for managing participants, tracking progress, and finalizing the signing flow.

Setting Up Roles​

When creating an agreement:

  • Include at Least One Signer: The agreement cannot proceed without at least one participant with the signer role.
  • Assign Roles Deliberately: Define roles based on who needs to act, who needs to review, and who is managing the agreement.
  • Use the Issuer Strategically: The issuer is a flexible role — they can sign or approve, or remain behind the scenes as a coordinator.

Properly defining participant roles ensures a clear, secure, and compliant signing process — aligned with the intent and structure of your agreement.