Note: It is also possible to import participants from an Excel file, a connector, or via Zapier.
In this article for administrators, you will find:
✏️ A written guide ✏️
✏️ Written Guide ✏️
1️⃣ Manually Add a Participant
From this tab, press Add a participant.
You can then provide the information associated with the relevant participant. Some information is required for creation:
Required: Name, Surname, Email address
Optional: Phone number, Specialty, Tag
You will see custom participant fields appear if you've created them beforehand.
Note: If the option is checked, the participant will automatically receive an email with their login information once their account is created on Edusign. The administrator doesn't need to do anything further.
Don't forget to Save! 😉
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