After uploading your document, under the recipient tab on the right side, you can add recipients to the document.

See the guide below on how to add a recipient to a send-out.

How to add new recipients to a document

  1. Enter the recipient's name, email, or company in the recipient field

  2. Fill in the recipient detail and click save

  3. Done!

The recipient will be added to your Contacts so you can easily add them to new documents in the feature.

If you upload multiple recipients, you can create a recipient workflow and assign different roles to each party involved.

How to add an existing contact to a document

  1. Enter the name of the contact

  2. Scroll down to find the contact and click on it

  3. Done!

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