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Workflow Designer - Emails & Preview

New Here ,
Jun 24, 2019

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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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Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more

Workflow Designer - Emails & Preview

New Here ,
Jun 24, 2019

Copy link to clipboard

Copied

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?

Topics

Questions Need Help

Views

121

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more

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