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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- 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 PIN authentication, you must fill also this field:
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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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