This guide explains how to create envelopes, both from scratch and from templates. In this guide, we will walk you through step-by-step instructions on two primary methods of envelope creation: starting from scratch and utilizing templates. After this guide you will be able to tailor envelopes to your specific needs, ensuring that each document meets your organization's requirement.

Create a new Envelope

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Create a new envelope From Scratch

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New envelope from scratch options

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Image Added	From Scratch tab The

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name of the envelope. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user.

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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.

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The body

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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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If this option is selected a reminder will be sent to the signer.

if you select this option you have to configure these additional fields:

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• Send a reminder to signers after receipt day(s): the number of days after which the reminder will be sent
• Continue to send reminders every day(s): the number of days during  which the reminder will be sent
• Warn signers before request expires day(s):  the number of days before envelope expiration when a warning is send to signers.

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.

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If this option is selected, you'll see the preview of the prepared envelope before the sending.

if you don't chose this option, you have to specify also this option:

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The signature type of the signature fields in documents.

lf you select 'Reminder enabled Option' you have to configure these additional fields:

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Image Added	'Send Reminder' is enabled 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.

After the envelope creation

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you can change all options

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Image Added	Envelope configuration. Envelope files management. Envelope recipient management

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Create a new envelope From Template

New envelope from template options

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Image Added	From Template

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

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Image Added	Envelope configuration. Envelope recipient management.

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