• Click 'New' button 

...

• Create a new Envelope

  Figure	Description
  Image Added	Click 'New ' Button

  
  

• Create a new envelope From Scratch:

Image Removed

• • New envelope from scratch options

    Figure	Description
    Image Added	From Scratch tab The name

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

• • 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

• • 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
• 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

• • 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

• • 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

• • 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

• • The signature type of the signature fields in documents.

    
    

  • lf you select 'Reminder enabled Option' you have to configure these additional fields:

    Figure	Description
    Image Added	'Send Reminder' is enabled The number of days after which the reminder will be sent The number of days during which the reminder will be sent The number of days before envelope expiration when a warning is send to signers

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

• • you can change all aptions

    Figure	Description
    Image Added	Envelope configuration. Envelope files management. Envelope recipient management

Now you can:
• change all value of envelope configuration on left.
• manage envelope files to upload.
manage envelope recipients

• • .

    
    

Create a new envelope From Template:

• New envelope from template options

  Figure	Description
  Image Added	From Template tab List

  here you can see the list

  of your eSAW templates

  , chose the one that you want to use and click the

  Click the 'Use' button

Image Removed

• to select the template to use

  
  

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

  Figure	Description
  Image Added	Envelope configuration.

...

• Envelope recipient management.

Notes
• 
  

differently to "from scratch" creation:

• • You can't manage the document to upload because files are retrieved from the template
  • The recipients are retrieved from the template, but can be modified