---
title: "Adding a Participant to a Signature Group"
slug: "adding-a-participant-to-a-signature-group"
updated: 2025-01-28T17:03:40Z
published: 2025-01-28T17:03:40Z
canonical: "wiki.cobblestonesoftware.com/adding-a-participant-to-a-signature-group"
---

> ## 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.

# Adding a Participant to a Signature Group

### **Adding a Participant to a Signature Group**

**E-Signature Flow/Groups: Adding a Participant to a Signature Group**

**Note:** The setup for E-Approval Flow/Group applies only to organizations who have the Document Authoring add-on module.

To add a participant to a signature group, click **Actions** drop down and select **Add Participant**

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(44).png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(45).png)

There are three (3) different types of participants that can be added to a Signature Group: 1. **Internal Employees** 2. **External Company Contacts** 3. **Employee Roles & Groups**

For Internal Employees as well as Employee Roles & Groups, you will be required to select the Employee or Group that is being used for this participant. The Employee Roles & Groups provides a list of all roles and groups defined through the employee management area of Contract Insight. The Internal Employees provides a list of all employees defined through the employee management area including two additional items: 1. **Assigned Employee/User** a. This will dynamically assign the primary employee assigned to the contract or solicitation to this participant when the template document package is generated for a contract or solicitation. 2. **Assigned Employee/User’s Manager** a. This will dynamically assign the manager of the primary employee assigned to the contract or solicitation to this participant when the template document package is generated for a contract or solicitation.

**Note:** External Company Contacts cannot be specifically selected at this point, because we are only setting up a template, and therefore do not know what vendors/customers are going to be assigned to the contract and/or solicitation. These participant entries get saved as saying [Assign on Merge] for the name of the participant.

All three types of participants must have a title provided as well as specifying if the participant is locked. Is Locked specifies if the participant can be removed on a generated document from this template.

**Note:** If adding a reason, that reason displays on the signing portal.

![Reason text highlighted to show where the Reason text is pulled when signing the file.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Reason_1.png)![Signed document showing appended reason to the signature.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/examplereason.png)

Once all the information is provided, click **Save Participant**.

**Signature Group Rules & Conditions** Each signature group can have specific rules and conditions defined to determine when the group actually gets rolled onto a generated document package. To begin working with the rules & conditions for a signature group, click **Actions** and then select **Group Rules** ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(48).png) Clicking **Rules** pops-up a window for managing rules & conditions for a signature group. ![Rules that can be configured for a Signature Group.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/signaturerulesgroup_1.png) To better understand how to use the filters/conditions functionality, lets breakdown the components. In the picture below each of the components of the filtering control are numbered: ![Filter controls identified in the screenshot and used below.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/FilterControls_1(2).png) **1. And/Or Selector**: Used to determine if a new expression is being added as an AND or OR condition **2. Add New Filter Expression**: Adds a new filter expression to the list of conditions (takes into consideration the **And/Or Selector**) **3. Add Expression Group**: Adds a new sub-grouping of expressions to be used in complex conditions (takes into consideration the 'And/Or Selector' between groups) **4. Remove Filter Item**: Removes the filter/condition from the list of applied filters and conditions Once the necessary conditions have been defined, click **Save Rules & Conditions**.

**Note:** The rules and conditions at the signature group level are a second-tier condition. This means that these rules and conditions are only checked or verified if the first-tier conditions are validated. The first-tier conditions are specified in the **Rules & Conditions** button the menu (That page is for specifying the rules and conditions for when a template is available to be generated).

**Quick Copy of a Signature Group** To quickly copy the setup of a signature group locate the Actions drop-down box and click Copy Group ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(47).png)