You can create recipient customer when you collect signatures from recipient.
Note: you can simply create a recipient which is not connected to any customer. Benefits of using a customer record, is that your recipient will be automatically integrated in omniCustomers CRM.
- Navigate to manage the document your want to configure from omniSign \ Documents or omniSign \ Templates.
- Click on the document or template you want to manage.
- Select Recipient menu from navigation.
- Here you can change recipient order, update recipient names, emails, phone numbers and connect them to customer records in your portal.
