---
title: "4. Adding a Participant to an Approval Group"
slug: "4-adding-a-participant-to-an-approval-group-2"
updated: 2026-10-29T17:01:15Z
published: 2026-10-29T17:01:15Z
canonical: "wiki.cobblestonesoftware.com/4-adding-a-participant-to-an-approval-group-2"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 4. Adding a Participant to an Approval Group

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**4. Adding a Participant to an Approval Group**

*Document Templates Management › E-Approval Flow/Groups › 4. Adding a Participant to an Approval Group*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Each step on the console names one or more participants and their role for that step — for example "Richard DeMarco (Employees) · Company Approver" on a step sourced **FROM TEMPLATE**. Adding a participant ties another person to that specific step, alongside whatever role (Company Approver, Static Employee Signer, and so on) the step calls for.

# 2. Key Elements

- A step's participant is shown with their name, source (e.g. Employees), and role
- "**FROM TEMPLATE**" tags a participant that was pre-set by the process's template
- A step can carry more than one participant

# 3. Quick Reference Summary

[TODO: content needed]