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After the envelope creation, you can act on it in the envelope detail.

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Manage files to upload:

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There are two way to add a recipient:

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      • Add Existing

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        • Chose the 'From' Salesforce object where you want retrieve the recipient.
        • fill the 'Search' field to filter the result and press 'Search' button.

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        • select all recipients that you want to add and choose the preferred recipient type
        • Click 'Save' button
      • Add New

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Fill all requested fields and click 'Save' button

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If 'Require Authentication' is selected, you must also choose the authentication Method:

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          • If you select the SMS authentication, you must fill also this field:
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          • Mobile phone number: the phone number where the authentication code will be sent.
          • If you select the PIN authentication, you must fill also this field: 
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          • PIN code: the PIN code to insert to open the envelope.
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        • Language Code: the language of the recipient.
        • Add this recipient as contact: select this option to add the new created recipient to Salesforce contacts.

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you can Delete and edit recipients from the recipient list.

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Envelope Actions:

the possible actions that can be performed on an envelope are visible on top of the envelope detail:

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    • Send: Send the envelope in eSAW.
    • Update: update the envelope from eSAW instance.
    • Send Reminder:send a mail reminder to the envelope signer.
    • Sign: Sign the envelope directly in Salesforce connector.
    • Cancel: Cancel the envelope in eSAW.
    • Delete: Delete the envelope in eSAW and Salesforce.

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