Set unknown participant parameters

You may not know the identity of the signer upon the transaction creation. Therefore, you may add an unknown signer to your transaction and assign him/her a co-editor. The assigned co-editor needs then to fill the unknown signer requested information (email, full name, phone number).

An unknown participant is identified by his/her designation and a description. The designation is a way to temporarily tag the unknown participant until the editor fills his/her information.

Assign an unknown participant

When you create a field, you need to assign it an unknown participant by defining his/her designation.

Define required information

When you access the unknown participant’s parameters, you can:

  • Update the designation (250 characters max).
  • Add a description (250 characters max).
  • Define the required information.
  • Assign a co-editor.

Add a co-editor

If a co-editor is assigned, s/he must fill the unknown participant’s required information.

Note that the co-editor can also be known or unknown. However, you need to have at least one known co-editor to complete the transaction process. If a transaction contains an unknown participant with no assigned known co-editor, it will be stalled once the unknown participant action is ready to be performed.


Request supporting documents
Set participants order
Advanced parameters
Transaction parameters
Getting started
Manage templates
Manage workspace
Master Console
Personal settings
Personal Space
Sign documents