• From the SalesForce object that you want to use as parent record, click 'Send for Signature' button (if it's not visible, ask to your admin to configure it)

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Creating an envelope from parent record allows you to (additionally to what is possible from "envelopes list"):

• 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 ).
• Automatically store the signed document in eSAW (and audit trail file) in your SalesForce parent object.

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• Create a new envelope From Scratch:

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

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

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

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• 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.

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

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• • 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.