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• Envelopes tab contains a list of all created envelopes 

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Create a new envelope: 

• envelopes. 

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Create a new envelope: 

• Click 'New' button 

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Create a new envelope From Scratch:

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• • • Envelope name: this is the name of the envelope. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user.
    • Email subject: this is the subject of the mail sent to the signer. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user.
    • Email body: this is the body of the mail sent to the signer. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user.
    • Reminder Enabled: if this option is selected a reminder will be sent to the signer.

if you select this option you have to configure these additional fields:

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• • • • Send a reminder to signers after receipt day(s): the number of days after which the reminder will be sent
      • Continue to send reminders every day(s): the number of days during  which the reminder will be sent
      • Warn signers before request expires day(s):  the number of days before envelope expiration when a warning is send to signers.
    • Days until expiration: the number of days before envelope expiration. It's automatically populated with the default value stored in application setting configuration, but can be modified by the user.
    • Preview, Position Signature and Fields: if this option is selected, you'll see the preview of the prepared envelope before the sending.

if you don't chose this option, you have to specify also this option:

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• • • • Default signature type: this is the signature type of the signature fields in documents.
  • After the envelope creation, you will be redirected to the envelope detail

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• • • Now you can:
      • change all value of envelope configuration on left.
      • manage envelope files to upload.
      • manage envelope recipient.

Create a new envelope From Template:

• • here you can see the list of your eSAW templates, chose the one that you want to use and click the 'Use' button

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• • After the envelope creation, you will be redirected to the envelope detail 

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• • • You can't manage the document to upload because the file is retrieved from the template
    • The recipients are retrieved from the template, but can be modified

Envelope Detail:

After an envelope is created, you can act on it in envelope detail.

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Manage file to upload:

• • if the envelope is still not sent to eSAW, you can upload new files or remove the already uploaded ones.

Manage recipients: 

if the envelope is still not sent to eSAW, you can add - remove - update recipients.

• • Add a new recipient:

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 end choose the preferred recipient type
      • Click 'Save' button
    • Add New

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Fill all requested fields and click 'Save' button

• • • • Last name: the last name of the recipient.
      • First name: the first name of the recipient.
      • Email: the email the recipient.
      • Recipient Type: the eSAW recipient type of the recipient.
      • Allow Delegation: chose this option to allow the delegation for this recipient.
      • Disable Email: disable the email sending from eSAW to this recipient.
      • Require Authentication: select this option to require an authentication to open the envelope.

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 recpient to Salesforce contacts.

• • Edit and remove recipients: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 Remider: 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.
Click 'New' button (on top right of the screen)