Stakeholders vs Signers: What are the differences?

💈 Multiple stakeholders are available with the GOLD 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,
• Signers

Example of a process involving stakeholders and signers

The stakeholders

In the above example, we have 3 stakeholders:

• 1 primary contact  who is always the person invited to start the process/create an application
• + 2 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

1. We need to assign them to the e-contract, so they will see it
2. We need to add them as signers in the document to be signed, so they can sign it

Read More about Stakeholders and eSignatures

1/ How to use the stakeholder feature

2/How to use the e-contract feature