Adding Other Relationships to an Envelope

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
eSign Centre -> Adding Other Relationships to an Envelope
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