After the envelope creation, you can act on it in the envelope detail.
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Manage files to upload:
if the envelope is still not sent to eSAW, you can upload new files or remove the already uploaded ones.
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if the envelope is still not sent to eSAW, you can add - remove - update recipients.
There are two way to add a recipients:
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Image Modified | Add an Existing recipient - Add a New recipient.
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Add existing
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Image Modified | - 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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Add New
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| - The last name of the recipient.
- The first name of the recipient.
- The email the recipient.
- The eSAW recipient type of the recipient.
- Chose this option to allow the delegation for this recipient.
- Disable the email sending from eSAW to this recipient.
- Select this option to require an authentication to open the envelope.
- The language of the recipient.
- Select this option to add the new created recipient to Salesforce contacts.
- Save button
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Edit and remove recipients:
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Image Modified | Delete Recipient - Edit Rrecipient.
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Envelope Actions:
the possible actions that can be performed on an envelope are visible on top of the envelope detail: (different action are available on different envelope status
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| - Send the envelope in eSAW
- Delete the envelope in eSAW and Salesforce.
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| - Restart an expired envelope in eSAW
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| - Update the envelope from eSAW instance.
- Send a mail reminder to the envelope signer.
- Cancel the envelope in eSAW.
- Sign the envelope directly in Salesforce connector.
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