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 email@example.com or via our app's live chat if you have any questions.