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How to Include or Exclude Participants On a Document
How to Include or Exclude Participants On a Document

If your participants are not showing up on your document, follow these steps.

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Written by Brittany
Updated this week

This article is about managing how your participants are displayed in the Parties content block or Signatures content block of your document.

Go to the related articles section to learn how to add or remove participants on your document, add other signers, among other topics.

Article Sections:

Managing Your Signing Participants in the Signature Content Block


Managing Your Participants in the Parties Content Block

Step 1: Manage Your Participants

If you’ve added participants to the Parties content block of your document, but they aren’t showing up, follow these steps.

  • Click on the green Manage Participants in the Parties content block, or click on Participants in the side main menu.

  • A Manage Participants box will appear.

Step 2: Include The Participant

  • From the Manage Participants box, go to the toggle switch next to the participant you want to display.

  • Click on the Include toggle switch so the toggle is to the right. This will display your participant in the Participants content block.

  • Click on the Save Changes button after making changes.

  • Your Parties content block will now display the participants you chose to include. If you want to include this participant in the Signature content block as well, go to the next section of the article.

Note: If you don’t want a participant to be displayed in the Parties content block of your document, click on the Include toggle switch so the toggle is to the left. This will exclude (i.e., not display) the participant in that content block.

Managing Your Signing Participants in the Signatures Content Block

Step 1: Manage Your Signing Participants

  • You can change which signing participants appear in your Signatures content block by clicking on the green Manage Signatures within it.

  • A Manage Participants box will appear.

Step 2: Edit Your Participants

  • From the Manage Participants box, go to the toggle switch next to the participant you want to display.

  • Click on the Include toggle switch so the toggle is to the right.

  • Click on the Save Changes button after making changes.

  • Your Signatures content block will now display the participants you chose to include.

Note: If you don’t want a participant to be displayed in the Signatures content block of your document, click on the Include toggle switch so the toggle is to the left. This will exclude (i.e., not display) the participant in that content block.

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