Participants
A participant is a person or entity involved in your agreement process. Participants will typically correspond to roles in the eSignature template you use for your signing step.
See Define Workflow Participants for details about adding participants in the workflow designer UI.
See Workflows for a full workflow definition example, including participant data.
You can set starting variables in your workflow to hold data about your steps, such as participant data or preferred settings. For example, if you have a participant with a role of Signer, you could create signerName and signerEmail variables to hold the signer’s data, then use that data to populate fields and configure later steps.