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June 24, 2019
Question

Workflow Designer - Emails & Preview

  • June 24, 2019
  • 0 replies
  • 393 views

Couple of questions related to WD:

1 - Is there a way to disable, under the Emails section of Workflow Designer, the ALWAYS option for Recipients - Agreement moves to the next signer & Delegate - Signer Delegates?

2 - Is there a way to preview the agreement when using a workflow like there is when you just use the send functionality?

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