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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 and 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 recipient 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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