What is the option to send the envelope immediately after the step runs

Written by Анатолій
Updated 4 days ago

If you want to send an envelope after the step is run, mark the respective checkbox.

To send an envelope, you must fill in all the required fields in the envelope for the Sender role, as well as specify all the mailboxes or email addresses of the recipients and signatories in the flow.

If you miss any required data in this step (in the conversion rule), you will receive an error when saving the scenario.

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