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Inviting stakeholders to peek into the signing process

Learn how to utilize observers to keep everyone in the loop.


What are Observers?​

Observers are passive participants in a signing process. Depending on their scope, they can have access to the signing room and follow the process, or just receive a copy of the signed document once it's completed.

This can be useful for stakeholders who need to be kept in the loop but don't need to actively participate in the signing process.


How does it work?​

All you need to do is send a POST Request to agreements/[id]/observers with the following payload:

{
    "observer_scope": <"viewer" | "cc">,
    "email": "<email for the observer>",
    "name": "<name of the observer>"
}

You need to specify at least one of the fields email or name. If the observer_scope is set to "cc", or the agreement has communicaton enabled, an email is required.


Difference in scopes​

  • viewer: The observer will have access to the signing room and can follow the process, besides receiving a copy of the signed document.
  • cc: The observer will only receive a copy of the signed document once the process is completed. The observer will not have access to the signing room.

Use cases​

  • Viewer: Useful for stakeholders who need to follow the signing process but don't need to actively participate. For example, a project manager who needs to keep track of the progress of a contract.
  • CC: Useful for stakeholders who need to receive a copy of the signed document but don't need to follow the signing process. For example, a legal department that needs to keep a copy of all signed contracts.