Multi-role signing for Documents and Contracts templates in Workflows

Documents and Contracts templates can now define up to 6 signer roles, such as buyer, seller, witness, or a custom role, and fillable elements like signature or date fields can be assigned to individual roles. When the template is sent through a Workflow's Send Document action, the configured roles populate automatically, and workflow-level values can override a role's name, email, or phone without changing the template.

For workflow sends, assign at least one fillable element to Contact, and each role must have its email address before sending — duplicate email addresses across roles trigger an alert. Multi-role signing is currently available on the web.

See Create and send a contract for the existing contracts workflow.