Processing Flow Role Types
This document explains the available role types in an envelope processing flow and their constraints.
Last updated
This document explains the available role types in an envelope processing flow and their constraints.
Processing flow — The rule set that determines recipient order and document processing behavior.
Role — A participant type in a template or envelope flow, such as sender, signer, approver, or copy.
See the Glossary for DocStudio term definitions.
An Assignee fills in fields in the envelope and can sign a document when required.
The Assignee role must have at least one field in a template document.
The Assignee role must appear earlier in the flow than the Signer role.
A Signer signs a document with an electronic signature.
The Signer role must have at least one signature field in a template document.
A Signer cannot have two signature fields in the same document.
The Signer role must appear later in the flow than the Assignee role.
An Approver can approve or reject moving the envelope to the next roles.
The Approver role can be placed at any point in the processing flow, but not earlier than the Sender.
A CC role receives a copy of the envelope and cannot edit document fields.
The CC role can be placed at any point in the processing flow, but not earlier than the Sender.
Last updated