You can define what the role of a contact is. Use:
- signature, for contacts that need to add a signature to the document
- approve, for contacts that need to click on an approve button, but don't need to place a signature on the document itself. This will be logged in the signing log.
- cc, to send a contact a copy after all parties have signed.
- notify, to send a contact the original SignRequest message without the need to sign the document. This contact will also receive a copy after all parties have signed.
Within window.SR_SETTINGS change the 'level' field:
prefilled_signers: [{
email:"{!Contact.Email}",
order:1,
level:'signature' //'signature, cc, approve or notify
},{
email:"example@example.com",
order:1,
level:'cc' //'signature, cc, approve or notify
}],