Product Area: Prepare for sign

 Impact of Change:Reduced number of clicks in sending the contract for signing or while adding recipients

 Roles Impacted:Creators, BUs, Editors and Admins who can prepare the contract for signing

Details

We’ve observed that in 99% of cases, when a party is updated, any new recipients added afterward are automatically assigned to the same updated party. Previously, the system would default to the creator's party when adding new recipients.

Now, as an improvement, once a party is updated for a recipient, the system will automatically select that updated party from the dropdown when adding new recipients. This will stay in effect until the party is changed again, saving users an extra click by not requiring them to select a party each time they add a recipient.

How to Enable:Enabled for all workspaces. 

Relevant Resources: No resources at this time