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:

  1. Open a relay and go to the People tab.
  2. Click Add Person.
  3. Enter their full name, email, phone, company, role, and any notes.
  4. Click Save.

People added to a relay are available for signature field assignment, document sharing, and task assignment.