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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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- Data Mapping: choose the preconfigured data mapping that you want to use to map SalesForce data to eSAW envelope data (and vice-versa).
Please refers to Create New Envelope section to have detailed explanation of others fields.
- After the envelope creation, you will be redirected to the envelope detail.
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