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How to Add a Ceased Relationship as an Envelope Recipient

Article ID: 3358
Last updated: 07 Dec, 2023

Within the Recipients screen, select Add/Manage Relationships to display the Relationship Manager dialog.

  1. Click the option Include ceased relationships which will then show you any ceased relationships for the client in the Relationship list.
  2. Select the ceased relationship recipient and click Add to envelope.
Article ID: 3358
Last updated: 07 Dec, 2023
Revision: 1
Views: 71
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