Hi - we have successfully built a counterparty workflow to send Annual Declaration questionnaires to our TPAs. Some of the TPAs have partners who should complete the form. Do we need to cancel the original workflow and send it to the correct partner? I experimented with forwarding an email with the link to the counterparty form to my personal email, and it seemed that I could access the form, but is this accurate? Other than this the counterparty form function is fantastic!
