RelaNet Sign User ManualTable of Contents


The Customers screen displays an overview of the customer accounts that have been created in your company. To access the Customers screen, click on Customers in the sidebar.

Customers Screen

The Customers overview has one row for each customer account. Each row has several columns that can be used to learn about and take action on the customer:

Creating New Customers

To create a new customer, click the New Customers button that appears at the upper right of the Customers screen. This will open the Create Customer Account modal screen.

Create Customers Account modal screen

To create the new customer, enter the customer's name, email address, and other information into the Create Customer Account modal screen. After entering the customer's information, click the Create Account button.

Exporting Customer Information

The data in the Customers overview can be exported for analysis or compiling into a report. The data can be copied to your clipboard (so that you can paste it into a document), or it can be exported in Microsoft Excel or comma separated value (CSV) format. To export the data, use the buttons that appear above the Customers overview.