After the envelope creation, you can act on it in the envelope detail.

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Manage files to upload:

if the envelope is still not sent to eSAW, you can upload new files or remove the already uploaded ones.

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if the envelope is still not sent to eSAW, you can add - remove - update recipients.

• Add a new recipient

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• .

There are two way to add a

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recipients:

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Figure	Description
Image Added	Add an Existing

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• • Add existing

    Figure	Description
    Image Added	Chose the

Image Removed

• Chose the 

  • 'From'

   Salesforce

  • Salesforce object where you want retrieve the recipient.

  fill

  • Fill the 'Search'

   field

  • field to filter the result and

  press

  • Press 'Search' button.

Image Removed

• • • Select the recipients to add

      Figure	Description
      Image Added	Select the

    select all

    • recipients that you want to add

    and choose

    • Select the

    preferred

    • recipient type

    Click

    • Press 'Save' button

      
      

• • Add

    New

Image Removed 

Fill all requested fields and click 'Save' button

• • New 

    Figure	Description
    Image Added	The

  Last name: the

  • last name of the recipient.

  First name: the

  • The first name of the recipient.

  Email: the

  • The email the recipient.

  Recipient Type: the

  • The eSAW recipient type of the recipient.

  Allow Delegation: chose

  • Chose this option to allow the delegation for this recipient. Disable

  Email: disable

  • the email sending from eSAW to this recipient.

  Require Authentication: select

  • Select this option to require an authentication to open the envelope. The language of the recipient. Select this option to add the new created recipient to Salesforce contacts. Save button

    
    

• • • If 'Require Authentication' is selected, you must also choose

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• • • the authentication Method

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• • • 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 recipient to Salesforce contacts.

• • • Figure	Description
      Image Added	'Require Authentication' is enabled Choose an authentication method Fill Authentication additional info.

      
      

• Edit and remove recipients:

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you can Delete and edit recipients from the recipient list.

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•  

  Figure	Description
  Image Added	Delete Recipient Edit Rrecipient.

  
  

  
  

Envelope Actions:

the possible actions that can be performed on an envelope are visible on top of the envelope detail:

Image Removed

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(different action are available on different envelope status

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