You can easily add members on the added steps with few clicks.

Note: Adding a member is same for No-Code Automation Workflow and Upload & Sign feature, below given example is from the Upload & Sign feature for the reference.

Step 1: Click on the add member icon.

Step 2: Add member details like Email, First & Last Name and assign Role, then click on add.

Step 3: After adding member, you can see the initials of the added member on the icon list.

How to delete a member on the step?

To delete, click on the delete icon of the member that you wish to delete.

Please feel free to reach out to us at or via our app's live chat if you have any questions.

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