How to Add an Observer to Your Documents

Sometimes it is necessary to include someone from your organization to keep them informed regarding the signing process, but without providing further access to the document.

This is why Cincel provides for its clients the Observer participant. It is the perfect tool for keeping supervisors, lawyers, or assistants informed, ensuring total transparency without interrupting the workflow.

What can (and cannot) an Observer do?

An observer is a read-only participant. Their role is clearly defined:

• Receive an invitation to view the document.
• View the content of the document at any time.
• Track signature progress in real time.
• Receive a copy of the final document when it is completed.
• Sign, reject, or edit the document.
• Add or change signers.
• Send reminders or delete the process.

Steps to Add an Observer

You can easily add observers during the creation of a new document, right after adding the signers.

1. Go to the "Observers" tab, located next to the Signers tab.
2. Add their details: Type the full name and email address of the person.
3. Click the “Continue” button to add them to the list. You can repeat this step to add as many as you need.
4. Finish the configuration and send your document as usual.

Done! Upon sending the document, observers will immediately receive an email invitation to view the process.

Frequent uses for observation:

This feature is ideal for situations such as:

• Management oversight: a manager can observe the contracts their team closes.
• Legal assistance: a lawyer or assistant can monitor the progress of agreements.
• Project management: a project manager can track the formalization of agreements with suppliers.
• Audit and compliance: compliance personnel can have visibility into key transactions.