Additional Participants

Definition

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.

Conditions

You may add an additional participant when creating a contract by providing the following:

  • Recipient name

  • Valid email address

Notification types

You may select the stages at which the additional participant must be notified, these stages are categorized as follows:

Notifications

 

Notifications

 

Created

Notifies that a new contract has been created and sent to the parties.

Opened

Notifies that the contract has been accessed, specifies the signer if multiple signers are involved.

Signed

Notifies that the contract has been signed, specifies the signer if multiple signers are involved.

Rejected

Notifies that the contract has been rejected, specifies the signer if multiple signers are involved.

Completed

Upon completion, notifies that the contract is now successfully completed.

Completed contract

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

  1. Click on the Contract Signatures icon on any issue

     

  2. Click on the “Create” button

     

  3. Select the number of signers

  4. Click on the add button in front of the “Additional Participants”

     

  5. Fill in the “recipient name” field

  6. Fill in the “email address” field

  7. Select the notification type you wish to send

     

  8. 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.