Add/Remove/Edit Participants

You can add, remove, or edit participants right from the Folder Maintenance page.

To add a participant, click the Add a Participant button on the left. In the window that pops up, enter your participant's email address, and designate a participant number for them (1st, 2nd, 3rd). If the participant does not need to sign the documents, you can designate them as a CC. Click Add when you are finished. By default, participants are notified immediately after they are added to the workflow. To disable this, uncheck the Send Invite Immediately box before adding the participant.
To edit a participant, click the green pencil icon. This will allow you to edit their email address. When you are finished updating their email address, click the green checkmark to confirm the changes.
To remove a participant, click the red circle icon. A window will pop up asking you to confirm the removal.

Warning

If you remove a participant, all of their signing locations will also be removed. When replacing a participant, it's recommended to edit an existing participant instead of deleting one and creating them anew.