Adding People to Relays
How to add contacts and participants to your transactions.
Adding a Person
Each relay can have multiple people associated with it — buyers, sellers, agents, lenders, inspectors, and more. To add a person:
- Open a relay and go to the People tab.
- Click Add Person.
- Enter their full name, email, phone, company, role, and any notes.
- Click Save.
People added to a relay are available for signature field assignment, document sharing, and task assignment.