Create SignRequests for new Circle members using templates in SignRequest
Effortlessly manage your new Circle members with this seamless workflow. Once a new member is added in Circle, instantly send them a SignRequest template for signature in the SignRequest app. This streamlined process not only saves time but also ensures a consistent and secure signing experience for all your Circle members.
Effortlessly manage your new Circle members with this seamless workflow. Once a new member is added in Circle, instantly send them a SignRequest template for signature in the SignRequest app. This streamlined process not only saves time but also ensures a consistent and secure signing experience for all your Circle members.
- When this happens...New Member Added
Triggers when a new member joins the community, or when a member is added by an admin with a password set.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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