- Envelopes tab contains a list of all created envelopes.
Create a new envelope:
Image Removed
Image Removed
Create a new envelope From Scratch:
Image Removed
- Envelope name: this is the name of the envelope. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user.
- Email subject: this is the subject of the mail sent to the signer. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user.
- Email body: this is the body of the mail sent to the signer. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user.
- Reminder Enabled: if this option is selected a reminder will be sent to the signer.
if you select this option you have to configure these additional fields:
Image Removed
- Send a reminder to signers after receipt day(s): the number of days after which the reminder will be sent
- Continue to send reminders every day(s): the number of days during which the reminder will be sent
- Warn signers before request expires day(s): the number of days before envelope expiration when a warning is send to signers.
- Days until expiration: the number of days before envelope expiration. It's automatically populated with the default value stored in application setting configuration, but can be modified by the user.
- Preview, Position Signature and Fields: if this option is selected, you'll see the preview of the prepared envelope before the sending.
if you don't chose this option, you have to specify also this option:
Image Removed
- Default signature type: this is the signature type of the signature fields in documents.
- After the envelope creation, you will be redirected to the envelope detail
Image Removed
- Now you can:
- change all value of envelope configuration on left.
- manage envelope files to upload.
- manage envelope recipient.
Create a new envelope From Template:
- here you can see the list of your eSAW templates, chose the one that you want to use and click the 'Use' button
Image Removed
- After the envelope creation, you will be redirected to the envelope detail
Image Removed
- You can't manage the document to upload because the file is retrieved from the template
- The recipients are retrieved from the template, but can be modified
Envelope Detail:
After an envelope is created, you can act on it in envelope detail.
Image Removed
Manage file 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.
There are two way to add a recipient:
Image Removed
Image Removed
- Chose the 'From' Salesforce object where you want retrieve the recipient.
- fill the 'Search' field to filter the result and press 'Search' button.
Image Removed
- select all recipients that you want to add end choose the preferred recipient type
- Click 'Save' button
- Add New
Image Removed
Fill all requested fields and click 'Save' button
- Last name: the last name of the recipient.
- First name: the first name of the recipient.
- Email: the email the recipient.
- Recipient Type: the eSAW recipient type of the recipient.
- Allow Delegation: chose this option to allow the delegation for this recipient.
- Disable Email: disable the email sending from eSAW to this recipient.
- Require Authentication: select this option to require an authentication to open the envelope.
If 'Require Authentication' is selected, you must also choose the authentication Method:
Image Removed - If you select the SMS authentication, you must fill also this field:
Image Removed- Mobile phone number: the phone number where the authentication code will be sent.
- If you select the PIN authentication, you must fill also this field:
Image Removed- PIN code: the PIN code to insert to open the envelope.
-
- Language Code: the language of the recipient
- Add this recipient as contact: select this option to add the new created recpient to Salesforce contacts.
- Edit and remove recipients:you can Delete and edit recipients from the recipient list.
Image Removed
the possible actions that can be performed on an envelope are visible on top of the envelope detail:
Image Removed
...
...