Add an Envelope

  • Click Envelopes to navigate to the Envelopes page. This icon is located on the bottom menu bar of mobile and tablet devices or located in the left hand menu for use on a desktop.
  • On the Envelopes Page, there will be a + icon at the top of the page, click that to add a new Envelope.
  • Fill out the form to create a new Envelope, this will include creating a new Envelope Group that this Envelope will belong to.
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