--- title: "Add multiple participants to a PDF template" slug: "new-pdf-builder-add-multiple-participants-to-a-document" updated: 2026-05-20T14:43:15Z published: 2026-05-20T14:43:15Z --- > ## 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 PDF template This article explains how to use the PDF Template builder to configure a PDF Template document to include more than one participant. > [!NOTE] > Note > > To benefit from all features of multi-participant documents, like labels and [reassign](/v1/docs/enable-assigning-a-document-to-another-person), add your multi-participant PDF Template to a Workflow. For more information, see [Create multi-signer Workflow](/v1/docs/manage-multi-signer-in-workflows). --- ## 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 PDF template In the PDF Builder, you can add participants, assign them roles such as *signer* or *approver*, and define the order in which they receive the PDF. In the example below, there are three participants - two signers and one approver. **To add participants to a PDF:** 1. Open the participant tab and click the add participant icon next to the relevant groups. Add a participant to group 1 and to group 2. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_198de102.png) The participants are added to the selected groups. 2. Hover over Participant 3 and click the edit icon. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_199084e9.png) The Edit Participant 3 dialog opens. 3. In the **Role**dropdown, change the role from **Signer**to **Approver**. 4. Select the **Optional**checkbox so that the agent can choose not to include this participant. 5. Click **Done**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_e720e2.png) 6. Select **Participant 1** and add a text (for entering a name), signature, and signature date field to the PDF (see [Configure fields](/v1/docs/new-pdf-builder-configure-fields)). ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_1acdbc2f.png) 7. Select **Participant 2**and add the relevant fields. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_1ad01756.png) 8. Click **Save Draft** or **Publish**to save this template. ### Allow any participant in an order group to sign You can allow any one of the group members to sign for completion. For example, if a contract requires only one spouse to sign, whichever enters the session and signs first completes the signatures for that order group. The other spouse does not need to sign. **To allow any participant in an order group to sign:** Click the order group menu and turn on the **Allow any … toggle**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(232).png) The **Any**status is displayed next to the group name. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(235).png) ### 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. ### Agent Participation - Select the **Agent**participant to add fields for the Agent to complete. - Hover over the **Agent**participant and click the icon to move the Agent to the last participant spot or back to the first again. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_1ae37fb8.png) A PDF document that has been enhanced with interactive fields so that it can be completed by a customer in a session. A series of customer interactions that must be completed in a certain order. Workflows are configured by a business configurator (BC) and added to the session by an agent or API.