This guide explains how to manage files to upload, how to manage recipients including how to add new and existing recipients as well as how to edit and detail recipients. Furthermore, you can find description of the different envelope actions.
Envelope detail
Figure | Description |
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 Image Added | - 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.
- 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.
- 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.
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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.
Figure | Description |
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 Image Added | |
Manage recipients
if the envelope is still not sent to eSAW, you can add - remove - update recipients.
Figure | Description |
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 Image Added | Add a recipient. - Delete a Recipient
- Reorder recipient
- Authentication method
- Recipient Type
- Language
- Disable Email
- Allow delegation
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Add a recipient
There are two way to add a recipients. Please see the following descriptions and figures:
Figure | Description |
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 Image Added | |
Add existing recipient
Figure | Description |
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 Image Added | - Select the Dynamics Entity where retrieve the recipient
- Filter to search recipients
- Check the selected recipient
- Add to the envelope
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Add new recipient
Figure | Description |
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 Image Added
| - Select 'Add new recipient from scratch'
- The email the recipient.
- The first name of the recipient.
- The last name of the recipient.
- Select this option to add the new created recipient to Salesforce contacts.
- Save button
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Envelope settings
Figure | Description |
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 Image Added
| - If this option is selected, you'll see the preview of the prepared envelope before the sending.
- 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.
- If this option is selected a reminder will be sent to the signer.
- 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.
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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
Figure | Description |
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 Image Added
| - Save the Envelope in Dynamics 356
- Save the Envelope in Dynamics 356 and close it
- Create new Envelope
- Delete Envelope in Dynamics and eSAW
- Refresh Envelope in Dynamics
- Send Envelope in eSAW
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Figure | Description |
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 Image Added
| - Update Envelope from eSAW
- Send a mail reminder to the envelope signer
- Cancel the envelope in eSAW.
- Sign the envelope directly in Salesforce connector.
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