--- title: "Add multiple participants to a Dynamic Document" slug: "add-multiple-participants-to-a-dynamic-document" status: "new" updated: 2026-05-27T07:42:14Z published: 2026-05-27T07:42:14Z canonical: "knowledge.lightico.com/add-multiple-participants-to-a-dynamic-document" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt > Use this file to discover all available pages before exploring further. # Add multiple participants to a Dynamic Document This article explains how to use the HTML designer to configure a Dynamic Document to include more than one participant. ## Introduction to multi-participant documents Lightico supports multiple participants in a single document, enabling you to collect signatures, approvals, and reviews from more than one person as part of the same process — without requiring participants to be in the same place or on the same call. Each participant receives their own invitation and interacts with the document in their own private collaboration session. The agent manages and tracks all participants from a single session, with real-time visibility into every participant's status from the agent UI. ### Why use multiple participants? - Collect signatures or approvals from all required parties on the same document - Allow participants to complete their part independently, from any location, at any time - Control the order in which participants engage — sequentially, in parallel, or a combination of both - Maintain a full audit trail covering every signer and approver - Keep the entire process visible and manageable from the agent's single session ### Common use cases - **Joint loan agreement** — Two co-borrowers each sign their portion of the same agreement independently, from their own device, while the agent tracks both from a single session - **Collections repayment plan** — A primary account holder and a guarantor both sign a hardship arrangement during or after the collections call, each from their own device - **Regulated onboarding** — A customer signs terms and a compliance approver countersigns in sequence; the approver is only invited once the customer has completed their part ### Order groups Order groups control when each participant receives their invitation. All participants in the same group are invited simultaneously. The next group is not invited until every participant in the current group has completed their part. This allows you to sequence participation — for example, collecting all signatures before sending to an approver — or to invite multiple participants in parallel within the same group.An example of order groups could be as follows: - Group 1: Signer and co-signer receive an invitation to sign a loan agreement - Group 2: Lender receives an invitation to sign - Group 3: After all the signatures are on the agreement, the bank manager looks it over and approves it --- ## Add participants to a Dynamic Document In the HTML designer, you can add participants, assign them roles such as signer, approver, or viewer and define the order in which they receive the document. > [!NOTE] > Note > > The following PDF Template participant features are not currently supported for Dynamic Documents: > > - **Allow any group member to sign** > - **Allow continuing without signing** > - **Agent participation** **To add participants to a Dynamic Document:** 1. Open the Dynamic Document in the **HTML designer**. 2. In the right panel, click the **Participants** tab. 3. Under **Order Group 1**, click the **add participant** icon to add a participant to the group. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(444).png) > [!NOTE] > Participant 1 is the primary participant and is already present in Order Group 1. 4. To add participants to subsequent groups, click the **add participant** icon next to **Order Group 2**. Once a participant is added to Order Group 2, **Order Group 3** becomes available, and so on. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(445).png) **To configure each participant:** 1. Hover over a participant in the right panel and click the **edit** icon that appears. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(448).png) 2. In the **Edit Participant** dialogue, set the **Role**: - **Signer** (default) — must have at least one signature or initial field assigned in the document - **Approver** — required to approve the document; no signature field required - **Viewer** — can open and view the document without being required to take any action. Viewers do not need to sign, approve, or complete any task, and do not affect the progress of the Workflow. > [!NOTE] > Note > > If you change a participant's role from Signer to Approver or Viewer after signature fields have already been assigned to them, those signature fields will be removed from the document. A warning is displayed before the change is confirmed. 3. To make the participant optional — meaning the agent decides at runtime whether to include them — select the **Optional** checkbox. 4. Click **Done**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(446).png) **To assign signature fields to Signers:** 1. Place your cursor in the document where you want the signature to appear. 2. Click the **Signature** or **Initials**icon in the top toolbar. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(449).png) The **Signature properties** dialogue opens. 3. In the **Assigned participant** dropdown, select the participant this signature belongs to. > [!NOTE] > Only participants with the **Signer** role appear in this list. 4. By default, the signature is **Required**. To make it optional, turn off the **Required** toggle. 5. Select the **Line**checkbox and select the line format option (**Solid**, **Dashed**) to include a line under the signature. 6. Click **Done**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(450).png) 7. Repeat for each Signer. > [!NOTE] > Every Signer must have at least one signature or initial field assigned before the document can be saved. 8. When all participants and signature fields are configured, click **Save**to save the document. ### Changing Participant Order Click and drag participants to change the order of participants in a group or to move a participant to a different group. Documents created entirely in the Lightico UI, displayed as dynamic HTML and converted to PDF after signing or approval. A PDF document that has been enhanced with interactive fields so that it can be completed by a customer in a session.