Processing Flow Role Types

This document describes the available role types in an envelope processing flow and their constraints.

Assignee role

An Assignee is a role that fills in fields in the envelope or signs a document with an electronic signature when required. The Assignee role must have at least one field in at least one template document. The Assignee role must appear earlier in the flow than the Signer role.

Signer role

A Signer is a role that signs a document with an electronic signature. The Signer role must have at least one signature field in at least one template document. A Signer can’t have two signature fields in the same document. The Signer role must appear later in the flow than the Assignee role.

Approver role

An Approver can approve or reject moving the envelope to the next roles. The Approver role can be set at any point in the processing flow, but not earlier than the Sender.

CC role

A CC role receives a copy of the envelope and can’t edit document fields. The CC role can be set at any point in the processing flow, but not earlier than the Sender.