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  1. Summary contains information about:
    1. Envelope name
    2. Recipients
      1. By clicking on the different recipients the recipient related messages will be displayed below
    3. Messages
    4. Documents
  2. Notification Settings
    Define the settings for the notifications (relative or absolute) expiration
    and also the notifications for the continuing reminders and the reminder before
  3. General Settings
    1. Use qualified timestamp
    2. Prevent editing form fields after envelope is finished
  4. Wizard Navigation Bar
  5. Discard envelope
  6. Save the envelope
    1. as draft
    2. as template
  7. Instantly sign the envelope
  8. Developer mode to download the JSON configuration of the envelope
  9. Send the envelope

Wizard Navigation Bar

The navigation control of the wizard, with following buttons while on the Summary Page: