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From the SalesForce object that you want to use as parent record, click 'Send for Signature' button (if it's not visible, ask to your admin to configure it)
Figure | Description |
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| - Send For Signature Button.
- Signed Documents stored in the parent record.
- Envelopes sent starting from the parent record.
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Create a new Envelope from scratch
Figure | Description |
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| - From Scratch tab
- Choose the preconfigured data mapping that you want to use to map SalesForce data to eSAW envelope data (and vice-versa).
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After the envelope creation, you will be redirected to the envelope detail
Figure | Description |
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| - The selected Data Mapping is shown and can be modified.
- The contact is added as recipient by default.
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Create a new Envelope from Template
Figure | Description |
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| - From Template tab.
- Select the data mapping.
- Click the 'Use' button to select the template.
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After the envelope creation, you will be redirected to the envelope detail.
Figure | Description |
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| - The selected Data Mapping is shown and can be modified.
- The first 'place@holder.com' signer in your eSAW template is replaced with the contact by default.
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