Add roles
Saying who signs, without naming anybody yet.
Open Continue setup or Edit roles and fields from the template library.
The roles screen, where you describe who signs — by their part in the agreement rather than by name. Screenshots use a demonstration workspace. Add a Role name for each participant. Choose Must sign for someone who will complete fields; choose Receives a copy for someone who only needs the completed document.
Use reusable names such as Client, Staff signer or Witness. Enter actual people only when sending.
Choose Sequential or Parallel. Signer row order determines the sequence; copy recipients do not need signature fields.
Press Continue to prepare fields.
The roles and routing are saved. Signer roles are available as field owners; copy roles receive the completed copy without signing.
You only need one role. That is the common case — most documents are signed by one person.
You named a role after a colleague and now somebody else does that job. Rename the role; nothing already sent changes.