Important Note: "Stakeholders" is a premium feature paid monthly: 7-day free trial, cancel anytime, activate it with a Booster or a Platinum plan.
If you've used the e-contracts feature to build signing workflows, you may have noticed 2 different concepts we've mentioned:
- Stakeholders and,
Example of a process involving stakeholders and signers
In the above example, we have 3 stakeholders:
- One primary contact who is always the person invited to start the process/create an application
- Plus, two secondary stakeholders who will access some steps of the checklist
The stakeholders who need to sign = the signers
Out of the 3 stakeholders, we want 2 people to see the e-contract line item and to sign it
- We need to assign them to the e-contract, so they will see it
- We need to add them as signers in the document to be signed, so they can sign it
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