E-Signature - Document Generation: Flow/Groups

The next screen falls under the E-Signature section on the menu and allows authorized users to set and/or add participants to E-Signature Processes that were defined on the template side.  

 
From this screen, users can perform the following actions:

1. Add Participant: Authorized users can add participants to an E-Signature Process Step that has already been created. Participants can be individual internal users, roles & groups and/or client/vendor contacts.

Users cannot create new E-Signature Process Step on a generated Document Package. That is handled on the template side.

2. Set Participant: Authorized users can alter or set participants to an already existing E-Signature Process Step. Participants can be individual internal users, roles & groups and/or client/vendor contacts.