Observer

The observer role makes it possible to view the content of a document and the current progress of the signature process. However, observers do not actively participate in the signature process and do not have to sign or approve the document themselves.

What types of observer roles are there?

• Normal observers: They only have read rights and cannot actively intervene in the signature process.
• Observers with administrator rights: These observers – analogous to the initiator of the process – have the ability to actively intervene in the signature process. They can withdraw the document, add further participants or send reminders to existing persons.

How to Add an Observer

• In the right-hand sidebar, in the “Observers” section, click “Add.”
• Enter the appropriate email address in the overlay.
• You can use the toggle to enable or disable administrator rights for the respective observer.
• You can also add more observers.

Tip: Define observers in templates

You can also define observers using placeholders in document templates—with or without administrator rights. For more information, see the support article “Placeholder Text for Automation“.