Signing roles — who does what with the document

Modified on Tue, 15 Sep at 11:52 AM

For each person in the document, you specify with the contract_role field what they will do with the document — whether they sign it, approve it, or just receive it for their information.

Overview of roles

Role What it means
sign Signs — a handwritten signature in the app (drawn or uploaded). The most common choice.
approve Approves — the user agrees to the document but does not place a signature in it.
stamp The user only verifies via SMS PIN; the document will then show, in place of the signature, text along the lines of “Signed by Jan Novák on 23 Jan 2026”.
sign_certificate Signs with a certificate — an electronic signature based on a certificate. Depending on the workspace settings, a qualified certificate may be required, or Signi may allow signing with any certificate (for example a recognized one).
sign_bank_id_sign Signs via Bank iD.
sign_remote_sign Remote qualified signature — a certificate stored with a signature service provider, see Signing via I.CA RemoteSign.
handy_signatur_sign Signing with the Austrian Handy-Signatur (mobile signature for Austria).
notice For information — the user receives the signed document by e-mail, or it appears in their workspace if they are registered. They neither sign nor approve.

What to watch out for

  • Some roles must be enabled in the workspace — this concerns signatures via third parties: certificate, Bank iD, remote signature, and Handy-Signatur. A disabled role returns the error “Contract role [role] is not enabled for this workspace” — see Errors and their solutions.
  • The sign, stamp, and certificate signature roles require a signature placement in the document; approve and notice have no placement.
  • Roles can be combined — e.g. the proposer approve, the counterparty sign_certificate. A nonsensical combination returns the error “Function … cannot be used for contract role …”.

Where to go next

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