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Welcome to InEight Document.
This video demonstrates how to replace or remove recipients in bulk.
From the forms module, select the required forms.
Click actions.
Hover over the admin menu and select replace recipients.
This allows you to pick a recipient from the list.
And replace it with another.
Recipients can also be removed from selected forms.
Again, using the actions menu, By hovering over the admin menu, selecting remove recipient, and choosing which user to remove.
The selected user will then be removed from the required form, unless they have already completed their action, in which case they will remain on the fall.
Well, That's how to replace or remove recipients in bulk. Thanks for watching.
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9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information