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

Manage files to upload:

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

...

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

• Add a new recipient.

There are two way to add a recipients:

Figure	Description
Image Modified	Add an Existing recipient Add a New recipient.

• • Add existing

    Figure	Description
    Image Modified	Chose the 'From' Salesforce object where you want retrieve the recipient. Fill the 'Search' field to filter the result and Press 'Search' button.

    
    

• • • Select the recipients to add

      Figure	Description
      Image Modified	Select the recipients that you want to add Select the recipient type Press 'Save' button

      
      

• • Add New 

    Figure

    Description

    Image Modified

    The last name of the recipient. The first name of the recipient. The email the recipient. The eSAW recipient type of the recipient. Chose this option to allow the delegation for this recipient. Disable the email sending from eSAW to this recipient. 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 the authentication Method

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

      
      

• Edit and remove recipients: 

  Figure	Description
  Image Modified	Delete Recipient Edit Rrecipient.

  
  

  
  

Envelope Actions:

the possible actions that can be performed on an envelope are visible on top of the envelope detail: (different action are available on different envelope status