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  • 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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    1. Send For Signature Button.
    2. Signed Documents stored in the parent record.
    3. Envelopes sent starting from the parent record.


  • Create a new Envelope from scratch

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    1. From Scratch tab
    2. Choose the preconfigured data mapping that you want to use to map SalesForce data to eSAW envelope data (and vice-versa).

    Please refer 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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    1. The selected Data Mapping is shown and can be modified.
    2. The contact is added as recipient by default.


  • Create a new Envelope from Template

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    1. From Template tab.
    2. Select the data mapping.
    3. Click the 'Use' button to select the template.



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

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