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if the envelope is still not sent to eSAW, you can add - remove - update recipients.
Figure | Description |
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 Image Removed Image Added | Add a recipient. - Delete a Recipient
- Reorder recipient
- Authentication method
- Recipient Type
- Language
- Disable Email
- Allow delegation
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There are two way to add a recipients. Please see the following descriptions and figures:
Figure | Description |
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 Image Removed Image Added | |
Add existing recipient
Figure | Description |
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 Image Removed Image Added | - Select the Dynamics Entity where retrieve the recipient
- Filter to search recipients
- Check the selected recipient
- Add to the envelope
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Add new recipient
Figure | Description |
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Image Removed Image Added
| - Select 'Add new recipient from scratch'
- The email the recipient.
- The first name of the recipient.
- The last name of the recipient.
- Select this option to add the new created recipient to Salesforce contacts.
- Save button
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Envelope settings
Figure | Description |
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 Image Modified
| - If this option is selected, you'll see the preview of the prepared envelope before the sending.
- 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.
- If this option is selected a reminder will be sent to the signer.
- The number of days after which the reminder will be sent
- The number of days during which the reminder will be sent
- The number of days before envelope expiration when a warning is send to signers.
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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
Figure | Description |
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 Image Modified
| - Save the Envelope in Dynamics 356
- Save the Envelope in Dynamics 356 and close it
- Create new Envelope
- Delete Envelope in Dynamics and eSAW
- Refresh Envelope in Dynamics
- Send Envelope in eSAW
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Figure | Description |
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 Image Modified
| - Update Envelope from eSAW
- Send a mail reminder to the envelope signer
- Cancel the envelope in eSAW.
- Sign the envelope directly in Salesforce connector.
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