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.

When to use this

Use chains when several envelopes belong to the same process and you want to keep them connected.

Common cases:

• continue one business process in a new envelope

• group related envelopes for easier tracking

• remove an envelope that was added to the wrong 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.