In the context of Contract Signatures, an additional participant is a beneficiary involved in the process of signing the contract as an observer. Additional participants are only notified. Contract creator may add additional users to the signing process in order to provide visibility.
You may add an additional participant when creating a contract by providing the following:
Valid email address
You may select the stages at which the additional participant must be notified, these stages are categorized as follows:
Notifies that a new contract has been created and sent to the parties.
Notifies that the contract has been accessed, specifies the signer if multiple signers are involved.
Notifies that the contract has been signed, specifies the signer if multiple signers are involved.
Notifies that the contract has been rejected, specifies the signer if multiple signers are involved.
Upon completion, notifies that the contract is now successfully completed.
Upon completion, notifies that the contract is now successfully completed, in addition, a PDF copy of the signed contract and an PDF copy of the audit and digital certificate is attached and sent to the additional participant.
How to include additional participants
Click on the Contract Signatures icon on any page
Click on the “Create” button
Select the number of signers
Click on the add button in front of the “Additional Participants”
Fill in the “recipient name” field
Fill in the “email address” field
Select the notification type you wish to send
Click on the Create button
Signers will automatically be informed, use additional participants only when notifying recipients other than signers or creator of the contract.
You can use the checkbox in front of the signers to send them a copy of the completed contract or disable it, by default it is on.