Setup and preparation
Understanding approvers, signers, and copy recipients
Add an approver when your process requires an explicit decision before anyone signs. Use Copy Recipients for people who need the completed contract but do not need to approve or sign, and avoid assigning the same user to conflicting roles.
Best for: Preparers and recipients · Outcome: Assign each person the correct responsibility.
- Approvers review before signing begins. All listed approvers must approve. Rejection stops the active flow.
- The 1st signer completes assigned fields first.
- The 2nd signer countersigns after the first signer.
- Copy Recipients do not approve or sign. They receive the completed contract.
Add an approver when your process requires an explicit decision before anyone signs. Use Copy Recipients for people who need the completed contract but do not need to approve or sign, and avoid assigning the same user to conflicting roles.
Approvers are invited one at a time in their listed order. Only the current approver can act or receive a reminder; signing begins after the final approver completes review.