Who can do this?
Current Phase Owner
Current Phase Mediator
When can you do this?
In the Signature Phase, you can add Reviewers, Approvers, and Signatories.
Where can you do this?
You can add and edit participants under Participant Info in the workflow accordion.
When you add or edit a participant, the action, the phase, your name, the name and role of the participant, and a timestamp appear in the workflow history.
If a participant performs specific actions, his or her name will appear in the workflow history.
The participant(s) name appears in:
The workflow accordion under Participant Info
Phase & Participant Info column in the worklist when the participant is in-turn (the column appears by default)
Current Participant column in the worklist (the column can be added via the Manage Columns widget)
How to Add a Participant
On the workflow page, click the Phase Info tab.
Click the Participant Info (+).
In the Set Participant Sequence modal, select the role.
Select the user.
To add another participant, click Add Participant, then select the role and user.
To remove a phase participant, click red trash can to the right of their name.
To sequence the participants, check the Sequence box.
Although you don’t have to sequence participants when you add them, they will be unable to participate unless they are sequenced.
When finished, click Add
To close without saving your changes, click Cancel or ✖.
The added phase participants will receive an automatic email notification alerting them that they have been added as a phase participant. This will happen regardless of whether they have been sequenced.