Adding, Editing, and Removing Parties (RTS)

Manage parties from the Document Designer page. The Document Designer features and functions available are set by the administrator. Some of the features and functions described here may not be applicable to you.

  1. From the Document Designer page, click Add Party.

  2. Complete the Party Name and Email information.

  3. Click Save. The new party will be added to the list of parties. This party can now be associated with a field within the session.

  1. From the Document Designer page, click the name of the party to be edited in the Parties area.

  2. Edit the Party Name and Email information.

  3. Click Save.

Deleting a party will remove all fields for that party.

  1. From the Document Designer page, click the Delete icon next to the party that you want to delete.

  2. Click Delete on the confirmation popup. The party is removed from the Parties area.