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The envelope section contains basic data valid for the entire envelpeenvelope, such as the envelope name (visible in the eSignAnyWhere WebUI), or the team sharing configuration. Read more about team sharing in the chapter about Team Configuration.
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The documents section allows to add, remove, re-order and change documents sent with an envelope. An envelope contains minumum minimum one document, but can contain multiple documents. Moreover, it is possible to add a template to the workflow by clicking on the "add a template" button. After adding the template you can find all its configured values on the create envelope page.
When adding a new document, the document is parsed for interactive fields or text placeholders:
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Recipient Primary Data Fields
Order Index (parallel)
A number allowing to set the activity sort order. Activities with same order index are considered as "parallel", i.e. both recipients get the invitation to sign in parallel. The one who opens the activity first, is automatically locking the activity until he/she completed all his/her form filling and signing tasks and he completed (or rejected) the activity. Instead of changing the order index manually, entire rows can be re-arranged by a Drag&Drop interaction.
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