Signing workflow & signer experience — found from sitemap — Legalesign

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Facts read from this source

• Participants roles recipients model Report an error

  “Participants are defined on a template. They are the slots that describe who takes part — for example, "Party 1", "Party 2", "Party 1 – Witness". Participants belong to the template and are reused every time that template is sent.”

• Core roles Report an error

  “Every Participant has a Role: Signer, Approver, or Witness.”

• Signer role Report an error

  “A Signer is a Participant who signs the document. Most workflows are built around one or more Signers.”

• Approver role Report an error

  “An Approver reviews or approves the document but does not need a signature field. Approvers can be the only Participant or part of a larger flow.”

• Witness role Report an error

  “A Witness is linked to a Signer and confirms that signing took place appropriately.”

• Sender role Report an error

  “Sender fields allow the Sender to fill values at send time without changing the underlying template.”

• Workflow types Report an error

  “Single-Recipient workflows The simplest workflows. One Signer or Approver receives the document and acts on it. Multi-Recipient workflows”

• Sequential workflows Report an error

  “Recipients act one after another. The next Recipient cannot proceed until the prior Recipient has completed their part.”

• Simultaneous workflows Report an error

  “Recipients can act independently at the same time. This is useful when ordering is not important.”

• Linked recipients Report an error

  “Linked Recipients are used when Recipient behavior needs to stay coordinated within the same document flow.”

• Let previous recipient decide Report an error

  “This option is useful when a Recipient — often a Signer or Witness — is not known at the time of sending. The previous Recipient supplies the missing details during the workflow.”

• Reassign reject Report an error

  “Depending on the signing experience settings, Recipients can be allowed to reassign a document to someone else, or reject it instead of completing it.”

• Doc export Report an error

  “Export This Article Save a copy of this page as PDF or plain text.”

Scores citing this record

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