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
Figure | Description |
|---|
 Image Added
| |
...
Create a new envelope From Scratch
...
Image Removed
New envelope from scratch options
Figure | Description |
|---|
 Image Added | |
...
- 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.
|
if you select this option you have to configure these additional fields:
Image Removed
...
- 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.
|
if you don't chose this option, you have to specify also this option:
Image Removed
...
lf you select 'Reminder enabled Option' you have to configure these additional fields:
Figure | Description |
|---|
 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
...
Image Removed
...
you can change all options
Figure | Description |
|---|
 Image Added | - Envelope configuration.
- Envelope files management.
- Envelope recipient management
|
...
Create a new envelope From Template
...
New envelope from template options
Figure | Description |
|---|
 Image Added | - From Template tab
- List of your eSAW templates
|
...
...
- to select the template to use
|
After the envelope creation, you will be redirected to the envelope detail
Figure | Description |
|---|
 Image Added | |
Image Removed
- Envelope recipient management.
|
...
to "from scratch" creation: |
...
- cannot manage the document to upload because files are retrieved from the template
- The recipients are retrieved from the template, but can be modified
|
