Party roles for Flow documents
The role assigned to a party determines their specific responsibilities and actions within the document process. You have the flexibility to choose from three distinct roles, each defining the scope of the individual's involvement and influence on the process.
Scroll down to learn more about each role ⤵
Role: Signer
The Signer role is designated for individuals responsible for signing a document using their electronic signature. It is mandatory to have at least one party with this role in the document process. Signers not only possess the ability to sign the document but can also fill in any fields assigned to them.
Example:
In an HR scenario, when HR sends an employment contract to a new employee, the employee is assigned the Signer role. The employee must sign the document using their electronic signature to complete the process.
Role: Approver
The Approver role is intended for individuals responsible for approving the contents of a document without signing it. The involvement of Approvers is visible to other parties in the document process.
Example:
In a document process, HR assigns the Approver role to a manager. This role signifies to others that the document's contents have been approved by the specific manager. Although the manager's role is visible, they do not need to sign the document itself.
Role: Viewer
The Viewer role provides permission to access the document without the obligation to sign or approve it. Viewers can review all the document contents but do not have the ability to approve, sign or fill in any added fields in the document; this capability is exclusive to signers.
Example:
Consider an HR scenario where a document is sent from HR to an employee for signing. In this case, a manager is added as a third party and assigned the Viewer role. The manager can read and access the document but is not required to take any action on it.