Manage Document Recipients and Signatures

You can configure documents or templates recipients in one place.

  1. Navigate to manage the document your want to configure from omniSign \ Documents or omniSign \ Templates.
  2. Click on the document or template you want to manage.
  3. Select Recipient menu from navigation.
  4. Here you can change recipient order, update recipient names, emails, phone numbers and connect them to customer records in your portal.