Add contact information for additional participants

This article explains a type of Workflow that requires you, the agent, to provide input as you are adding it the session. For other examples, see, see Send a Workflow that requires agent input.

Providing customer contact information

When you, as the agent, send a Workflow that includes multi-participant eSign documents, the Participant list pop-up appears that enables you to provide contact information for the additional participants.

You’ll need to provide contact information for all participants not marked Optional. In the example below, the first additional participant (Cosigner) is mandatory and the second (Lawyer) is optional.

Note

If you do not have the contact information for a participant and you’d like the customer to provide it, see below.

Enabling the customer to assign participants

If you do not have the contact information for a participant that you need to add, you can enable the customer/primary participant to assign them and provide their contact information.

To enable the customer to assign participants:

1. In the Participant list pop-up, click the assign icon.

   

   • If the assigned participant is mandatory, the customer must provide the contact information to proceed.

   • If the assigned participant is optional, the customer will have the choice whether or not to include this participant (see below).

2. To define an optional participant as mandatory, click Optional and select Make mandatory.

   

Customer assigning experience

When the customer opens the Workflow, an Assign window opens.

The customer provides the contact information for all missing mandatory participants and clicks Next to proceed with the Workflow.

Viewing participant status and changing contact info

Agent

The agent can view the additional participants by clicking in the interaction tile to reveal the Document participants list. Hover over a participant to see the contact information.

Customer

The customer can view the status of the additional participants in the interaction tile.

If he has assigned participants, he can view the contact information that he provided by clicking My Contacts.

A window with the additional participants appears.

If necessary, the customer can click Re-engage to change the contact information.