---
title: "E-Signature Flow/Groups- Document Generation"
slug: "e-signature-flowgroups-document-generation"
updated: 2025-01-28T17:12:29Z
published: 2025-01-28T17:12:29Z
canonical: "wiki.cobblestonesoftware.com/e-signature-flowgroups-document-generation"
---

> ## 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.

# E-Signature Flow/Groups- Document Generation

### **E-Signature Flow/Groups - Document Generation**

**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.

![Click Add Participant to add another participant to the process.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/AddParticipant_1_signature.png) ![Click Set Participant to set a new participant on the already existing participant.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/SetParticipant_1_again.png)

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.