...

• Automatically add the SalesForce parent object as recipient (if configured in Recipient Settings).
• Map your SalesForce object fields to eSAW document fields and vice-versa (if the data mapping is configured on this SalesForce object ).

• Create a new envelope From Scratch:

• • Data Mapping: choose the preconfigured data mapping that you want to use to map SalesForce data to eSAW envelope data (and vice-versa).

...

• • Note that:
    • the selected Data Mapping is shown and can be modified.
    • The contact is added as recipient by default.

Create a new envelope From Template:

• here you can see the list of your eSAW templates, chose the one that you want to use, select the data mapping and click the 'Use' button.

• After the envelope creation, you will be redirected to the envelope detail.

• • Note that:
    • the selected Data Mapping is shown and can be modified.
    • The first 'place@holder.com' signer in your eSAW template is replaced with the contact by default.