What is an observer?

An observer is someone who receives email copies of the draft and final versions of the document set for the party they observe. Observers are often paralegals or secretaries at the law firm representing the company, or administrative or legal personnel at the company.

Although observers receive copies of the document set, they aren't active participants. This means observers can't make or request changes to the document set.

When a party is emailed a signature request, our software emails all observers for that party with the draft documents included as attachments. When the document set is finalized, our software emails all parties, as well as observers, copies of the final signed PDFs.

To learn more about adding an observer to your document set, see our How do I add an observer to a document set? article.

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