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

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