By default, We Sign Setup dialog grabs names and emails of a person who's related to current RDB object, i.e.:
- Job: client contacts and consultants;
- Placement: applicant, client contact and consultants
- Applicant: applicant and consultants
- Client: client contacts and consultants
- Client Contact: client contact
You can also add or edit invitee with name and email at this stage.
Select invitees to continue.