If you forgot to include a partner or the partner was not onboarded when you sent the compliance documents to sign for your partners, you can add those partners at any point in the process.
Go to Compliance page
Click on Sent tab. Find the document you want to add recipients for and click on the expand button to show more details.
Click on Add recipient button.
Search for the partners you want to add in the popup, select the checkmark.
Click on Confirm button to send an invitation to sign the document.
The selected partners are informed by automatic email and asked to read and sign the compliance document sent.
Need more help? You can get in touch with us via chat or contact us via email at [email protected].