This guide explains how to manage files to upload, how to manage recipients including how to add new and existing recipients as well as how to edit and detail recipients. Furthermore, you can find description of the different envelope actions.

Envelope detail

Manage files to upload

if the envelope is still not sent to eSAW, you can upload new files or remove the already uploaded ones.

Manage recipients

if the envelope is still not sent to eSAW, you can add - remove - update recipients.

Add a new recipient

There are two way to add a recipients. Please see the following descriptions and figures:

Figure	Description
	Add an Existing recipient Add a New recipient.

Add existing recipient

Figure	Description
	Chose the 'From' Salesforce object where you want retrieve the recipient. Fill the 'Search' field to filter the result and Press 'Search' button.

Select the recipients to add

Figure	Description
	Select the recipients that you want to add Select the recipient type Press 'Save' button

Add new recipient

If 'Require Authentication' is selected, you must also choose the authentication Method

Figure	Description
	'Require Authentication' is enabled Choose an authentication method Fill Authentication additional info.

Edit and remove recipients

Figure	Description
	Delete Recipient Edit Recipient.

Envelope Actions

the possible actions that can be performed on an envelope are visible on top of the envelope detail: (different action are available on different envelope status