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  1. Envelope
  2. Documents
  3. Recipients
  4. Message
Info

The buttons “add bulk” and “bulk CSV template” are features, which are not part of every eSignAnyWhere plan. So you may not see these buttons in your eSignAnyWhere.

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  1. Defines order in workflow
  2. Address book
  3. Phone number
  4. Task
  5. Personal message
  6. Authentication
  7. Additional details

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You can replace documents. The signature fields are kept, except they can not be applied (e.g. page in new document doesn’t exist any more). If a recipient is replaced his/her fields get unassigned, except there is only one recipient. 

If you open a template or an envelope, where you have already set signature and form fields, but you need to replace the document without losing the configuration, just click after loading the template or envelope, on the replace icon of the document.

FigureDescription

Image Added

  1. Replace


Info

The buttons “add bulk” and “bulk CSV template” are features, which are not part of every eSignAnyWhere plan. So you may not see these buttons in your eSignAnyWhere.


Image Added

  1. Defines order in workflow
  2. Address book
  3. Phone number
  4. Task
  5. Personal message
  6. Authentication
  7. Additional details


Info

Additional information to the phone number of the recipient: The phone number of the recipient is connected with the following three phone number settings:

  • SMS-Authentication (Authentication settings->SMS-Code)
  • Disposable certificate (Additional details->Disposable Certificate)
  • SMS-OTP Signature (Additional details->SMS-OTP Signature)

If you enter a phone number for the recipient, these three fields are also filled out. You can then either accept the phone number (default) or change the phone number for, for example, SMS-Authentication (custom). For more information please also see the video below.

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Templates can be used for recurring documents or workflows. You can prepare them and directly use them from the template page. When you use or edit the template the procedure is similar to create envelope, except the prepared configuration is used.

Features:

  • Use: directly use the envelope
  • Details: show details about template
  • Edit: modify template
    • recipients
    • settings
    • documents: you can replace documents. The signature fields are kept, except they can not be applied (e.g. page in new document doesn’t exist any more). If a recipient is replaced his/her fields get unassigned, except there is only one recipient.

Image Removed
 

If you open a template, where you have already set signature and form fields, but you need to replace the document without losing the configuration, just click after loading the template, on the replace icon of the document.

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Image Removed

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is similar to create envelope, except the prepared configuration is used.

Features:

  • Use: directly use the template as a new envelope (same function also available in creation of an envelope in the document section as "add a template"
  • Details: show details about template
  • Edit: modify template
    • recipients
    • settings

Image Added
 

Document Tags and Placeholders

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