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Release notes
eSign: attach an envelope to a client after the fact
An envelope sent without a client linked can now be attached to the right record from the eSign list, and the signed PDF and activity move with it. Prepare and Send also says plainly what linking a client does.
- On the eSign list, any envelope with no client shows an Attach to client button. Search the record, click it, done. Works before or after signing.
- Prepare and Send explains that the client link is what files the signed PDF to the record, and shows a note by the Send button when none is picked.