Assigning roles to signers (signer, approver, viewer)
Defining participant roles Signit allows you to assign specific roles to participants to control how they interact with the document:
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Signer:
- The participant is required to add their signature and/or fill in additional fields.
- Examples: contract signatories or clients.
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Approver:
- The participant reviews and approves the document without signing it. Approval actions are logged in the audit trail.
- Examples: managers or legal advisors.
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Viewer:
- The participant receives a copy of the document but cannot interact with it. Viewing activity is tracked in the audit trail.
- Examples: team members or stakeholders.
How to assign roles:
- While adding a participant, select their role from the dropdown menu in the Add Participants step.
- Each role customizes the participant’s interaction with the document to fit their responsibilities.