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
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Envelope detail
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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.
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Manage recipients
if the envelope is still not sent to eSAW, you can add - remove - update recipients.
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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:
Image RemovedAdd an Existing recipient Image Added | |
New recipientAdd existing recipient
Image RemovedChose the 'From' Salesforce object where you want  Image Added | - Select the Dynamics Entity where retrieve the recipient
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.Fill the 'Search' field to filter the result andPress 'Search' button.Select the recipients to add
- Filter to search recipients
- Check the selected recipient
- Add to the envelope
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Figure | Description |
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Image RemovedSelect the recipients that you want to addSelect the recipient typePress 'Save' buttonAdd new recipient
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| The last name of the recipient.The first name of the recipient. Image Added
| - Select 'Add new recipient from scratch'
- The
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The eSAW recipient type of the recipient.- first name of the recipient.
- The last name
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Chose this option to allow the delegation for this recipient.Disable the email sending from eSAW to this recipient.Select this option to require an authentication to open the envelope.The language - of the recipient.
- Select this option to add the new created recipient to Salesforce contacts.
- Save button
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Envelope settings
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Figure
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Description
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- '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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- 'Require Authentication' is enabled
- Choose an authentication method
- Fill Authentication additional info.
Edit and remove recipients
Figure | Description |
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Image RemovedDelete Recipient
Edit Recipient
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
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Send envelope eSAWDelete envelope eSAW and Salesforce.Figure | Description |
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Figure | Description |
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- Create new Envelope
- Delete Envelope in Dynamics and eSAW
- Refresh Envelope in Dynamics
- Send Envelope
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Restart an expired envelope
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the envelope instance.- Send a mail reminder to the envelope signer
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.- Cancel the envelope in eSAW.
- Sign the envelope directly in Salesforce connector.
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