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  • Click the gear on top right of the screen
  • Choose 'Advanced Setting' option 

  • Open Setting Drop Down

  • Choose 'Solution' option

  • Click on the 'Display Name' of eSignAnyWhere connector

  • in 'Configuration' section, add;
    • ApiToken
    • eSAW URL
  • And click 'Validate Authorization' button

...

  • in 'Update Workflow' tab, click the Start Workflow button 

  • in 'Recipients' tab, add recipient sources
    • Select entity
    • Modify:
      • First Name Field
      • Last Name Field
      • Email Field
    • Save

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