Associate signed parallels but not sent to contacts
under review
R
Ross McCall
I previously created a Parallel (SA 59B Fullarton Street) with a new contact (Lillian), however after that was all complete and signed, we exchanged another deal and I required a new agreement signed so I created it myself using the information from our previous agreement and finalised the Parallel and then sent it to the client directly for E Signature.
However, the problem lies with not sending her the initial Parallel for collaboration it means the Parallel now does not have a Recipient and remains blank. It would be good if I could add this Paralell to the contact because at this time I can only see one.
D
Derek Lou
under review
R
Ross McCall
I now have Three parallels without a Recipent because of feature is not available. The reason for this is because I completed the fields in the parallel with the information I had on file myself and then sent an e-sigante-signature to the client. So because I never actually sent it to the Recipent contact at the start, I can no longer assiocate the parallel with the contact despite them signing it.
