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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- 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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- 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.
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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.
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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.
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lf you select 'Reminder enabled Option' you have to configure these additional fields:
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- 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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After the envelope creation
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you can change all options
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- 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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- tab
- List of your eSAW templates
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- to select the template to use
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After the envelope creation, you will be redirected to the envelope detail
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- Envelope recipient management.
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Differently to "from scratch" creation: - You cannot manage the document to upload because
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- files are retrieved from the template
- The recipients are retrieved from the template, but can be modified
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