How to Add or Remove an Envelope from a Chain

This document describes the process of managing envelope chains, including how to add individual envelopes to a chain, how to remove them, and how this affects chain order and workflow.

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

Add envelopes to a chain

1. Select the envelopes you want to chain.

2. Click the Add envelope to chain icon.

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 the Add envelope to chain icon.

3. In the modal, enter the subject or UUID of the envelope you want to add, then confirm.

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 the Remove envelope from chain icon.