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.
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- lf you select 'Reminder enabled Option' you have to configure these additional fields:
- After the envelope creation you can change all options
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For detailed information on how to create an envelope please see Envelope Detail - User Guide - Connector for MS Dynamics 365
Create a new Envelope
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Create a new envelope From Scratch
New envelope from scratch options
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Description
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- From Scratch tab
- 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.
- If this option is selected a reminder will be sent to the signer.
- 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, you'll see the preview of the prepared envelope before the sending.
- 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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- '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 you can change all options
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- Envelope configuration.
- Envelope files management.
- Envelope recipient management.
Create a new envelope From Template
New envelope from template options
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- From Template tab
- List of your eSAW templates
- Click the 'Use' button to select the template to use
After the envelope creation, you will be redirected to the envelope detail
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- Envelope configuration.
- Envelope recipient management.
Differently to "from scratch" creation:
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