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[GH-ISSUE #2140] Support Dual Role: Signer and Approver for Same Recipient #623

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opened 2026-02-26 18:47:49 +03:00 by kerem · 2 comments

kerem commented

2026-02-26 18:47:49 +03:00

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Originally created by @NDCallahan on GitHub (Nov 6, 2025).
Original GitHub issue: https://github.com/documenso/documenso/issues/2140

Describe the improvement you are suggesting in detail

As a sender preparing a document for signature, I want to be able to designate a recipient as both a signer and an approver, So that I can include individuals who need to review and approve the document in addition to signing it even when both roles apply to the same person.

Currently adding a "duplicate email" ends up removing the second one added to allow only one instance.

Future state idea:

Additional Information & Alternatives (optional)

• Support assigning both "Signer" and "Approver" roles to a single recipient when adding participants.
• Ensure the interface clearly communicates dual-role status to avoid confusion.
• Approval and signature actions should be tracked separately, even if performed by the same user.
⁠◦ If signing order is enabled, actions should follow the defined sequence.
⁠◦ If signing order is disabled, approval steps should precede signature steps.
• Notifications and audit logs must distinguish between approval and signing actions.

Do you want to work on this improvement?

Please check the boxes that apply to this improvement suggestion.

I have searched the existing issues and improvement suggestions to avoid duplication.
I have provided a clear description of the improvement being suggested.
I have explained the rationale behind this improvement.
I have included any relevant technical details or design suggestions.
I understand that this is a suggestion and that there is no guarantee of implementation.

Originally created by @NDCallahan on GitHub (Nov 6, 2025). Original GitHub issue: https://github.com/documenso/documenso/issues/2140 ### Describe the improvement you are suggesting in detail As a sender preparing a document for signature, I want to be able to designate a recipient as both a signer and an approver, So that I can include individuals who need to review and approve the document in addition to signing it even when both roles apply to the same person. Currently adding a "duplicate email" ends up removing the second one added to allow only one instance. Future state idea: <img width="501" height="609" alt="Image" src="https://github.com/user-attachments/assets/cf090a90-5ffb-48b5-bf62-abc03d1045ad" /> ### Additional Information & Alternatives (optional) • Support assigning both "Signer" and "Approver" roles to a single recipient when adding participants. • Ensure the interface clearly communicates dual-role status to avoid confusion. • Approval and signature actions should be tracked separately, even if performed by the same user. ⁠◦ If signing order is enabled, actions should follow the defined sequence. ⁠◦ If signing order is disabled, approval steps should precede signature steps. • Notifications and audit logs must distinguish between approval and signing actions. ### Do you want to work on this improvement? No ### Please check the boxes that apply to this improvement suggestion. - [x] I have searched the existing issues and improvement suggestions to avoid duplication. - [x] I have provided a clear description of the improvement being suggested. - [x] I have explained the rationale behind this improvement. - [x] I have included any relevant technical details or design suggestions. - [x] I understand that this is a suggestion and that there is no guarantee of implementation.

kerem added the

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2026-02-26 18:47:49 +03:00

kerem commented

2026-02-26 18:47:49 +03:00

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@catalinpit commented on GitHub (Feb 5, 2026):

It seems that this is a bug with the legacy editor. In the new editor, it works as intended. Thanks for reporting!

@catalinpit commented on GitHub (Feb 5, 2026): It seems that this is a bug with the legacy editor. In the new editor, it works as intended. Thanks for reporting! <img width="703" height="379" alt="Image" src="https://github.com/user-attachments/assets/d21fe549-2b50-4f98-9c0b-cb33e087d65e" />

kerem commented

2026-02-26 18:47:49 +03:00

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@NDCallahan commented on GitHub (Feb 5, 2026):

Agree! This works in v2! Thanks for confirming.

@NDCallahan commented on GitHub (Feb 5, 2026): Agree! This works in v2! Thanks for confirming.

kerem referenced this issue

2026-02-26 19:31:45 +03:00

[PR #623] [MERGED] fix: days filter working #1083

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