How to add and remove an envelope from a chain

Use chains to group related envelopes together.

circle-info

You can add an envelope to a chain only if it isn’t already in another chain.

Chain actions depend on your permissions.

Add envelopes to a chain

  1. Select the envelopes you want to chain.

  2. Click .

chevron-rightClick to view the screenshot...hashtag

Add to an existing chain (merge)

Use this when the envelope you need isn’t on the same page.

  1. Select an envelope.

  2. Click .

  3. In Merge Envelopes, search by Subject or UUID.

chevron-rightClick to view the screenshot...hashtag
  1. Click .

chevron-rightClick to view the screenshot...hashtag

Remove envelopes from a chain

You can remove an envelope from a chain only if you added it to that chain.

  1. In the envelopes list, select the chained envelope(s).

  2. Click .

Last updated