Adding participants
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      1. Signit Help Center
      2. Document preparation and workflows
      3. Adding participants

      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:

      1. Signer:

        • The participant is required to add their signature and/or fill in additional fields.
        • Examples: contract signatories or clients.

      2. Approver:

        • The participant reviews and approves the document without signing it. Approval actions are logged in the audit trail.
        • Examples: managers or legal advisors.

      3. 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.