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
Image Added
After the envelope creation, you can act on it in the envelope detail.
Image Removed
Manage files to upload
...
if the envelope is still not sent to eSAW, you can upload new files or remove the already uploaded ones.
Manage recipients
...
if the envelope is still not sent to eSAW, you can add - remove - update recipients.
Add a new recipient
...
There are two way to add a
...
recipients. Please see the following descriptions and figures:
...
Figure | Description |
|---|
 Image Added | |
...
Image Removed
recipient - Add a New recipient.
|
Add existing recipient
Figure | Description |
|---|
 Image Added | |
...
...
- Salesforce object where you want retrieve the recipient.
|
...
...
- field to filter the result and
|
...
...
Image Removed
...
Select the recipients to add
Figure | Description |
|---|
 Image Added | - Select the recipients that you want to add
|
...
...
...
Add
...
Image Removed
Fill all requested fields and click 'Save' button
new recipient
Figure | Description |
|---|
 Image Added
| |
...
- last name of the recipient.
|
...
- The first name of the recipient.
|
...
...
- The eSAW recipient type of the recipient.
|
...
- 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
|
If 'Require Authentication' is selected, you must also choose
...
the authentication Method
...
...
Image Removed - If you select the SMS authentication, you must fill also this field:
Image Removed- Mobile phone number: the phone number where the authentication code will be sent.
- If you select the PIN authentication, you must fill also this field:
Image Removed- PIN code: the PIN code to insert to open the envelope.
Figure | Description |
|---|
 Image Added | - 'Require Authentication' is enabled
- Choose an authentication method
- Fill Authentication additional info
|
...
Edit and remove recipients
...
you can Delete and edit recipients from the recipient list.
Figure | Description |
|---|
 Image Added | Delete Recipient - Edit Recipient.
|
...
Envelope Actions
...
the possible actions that can be performed on an envelope are visible on top of the envelope detail:
Image Removed
(different action are available on different envelope status
Figure | Description |
|---|
 Image Added
| - Send the envelope in eSAW
- Delete
|
...
...
Figure | Description |
|---|
 Image Added
| - Restart an expired envelope in eSAW
|
Figure | Description |
|---|
 Image Added
| - Update the envelope from eSAW instance.
- Send
|
...
- a mail reminder to the envelope signer
|
...
...
...
- Sign the envelope directly in
|
...
