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Home tab sections

The home section shows following information:

This guide explains how to configure the user settings as well as how to retrieve the api token.

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  1. User Settings Tab.

  2. The eSAW Api token that identify a specific user. follow the instructions in image below to retrieve it.

  3. The default envelope name used to create all envelopes created by your user.  This value can be modified in each envelope.

  4. This is the default email subject of the mail that a recipient receives to be notified that an envelope have to be signed. This default is applied to all envelopes created by your user.  This value can be modified in each envelope.

  5. The default email body of the mail that a recipient receives to be notified that an envelope have to be signed. This default is applied to all envelopes created by your user.  This value can be modified in each envelope.

  6. Save Button

Retrieve eSAW Api token

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  1. Basic information of Namirial GmbH
  2. The list of envelopes sorted by name.
  3. A pie chart representing the distribution of envelopes by their current status. It is automatically generated based on corresponding report.
  4. A bar graph representing the distribution of envelopes by the month in which they were created. The graph is automatically generated based on corresponding Salesforce report

Reports are visible only if your user is enabled to see the SalesForce reports.

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