Adding Other Relationships to an Envelope

Article ID: 3314
Last updated: 07 Dec, 2023

eSign Centre allows you to add different relationships to an eSign envelope. You can also add ceased relationships as recipients if required.

On the Recipient screen, simply click Add/Manage Relationships and manage client’s relationships directly from eSign Centre. 

You can choose existing clients/contacts and create new ones with adhoc relationships.

Article ID: 3314
Last updated: 07 Dec, 2023
Revision: 2
Views: 137
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