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Step-by-step Guide

Adding Any Relationship to an Envelope within eSign Centre

Article ID: 3301
Last updated: 04 Jul, 2023

Within eSign Centre you can add any relationship to an envelope for document signing.

  1. From the Recipients screen, select Add/Manage Relationships.
  2. The Relationship Manager dialog is displayed.

Here you can see all the relationships for the selected client, all of which can be added to an envelope.

  1. Select the clients/contacts you wish to add as recipients of the eSign envelope then click Add to Envelope.
Article ID: 3301
Last updated: 04 Jul, 2023
Revision: 3
Views: 39
This article was:  


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folder Tips and Tricks