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- Name of the envelope (name)
- E-Mail Subject
- E-Mail Body: the message for the signers email (see Email Templating for more details and the available tags).
- Reminders and expiration
- enableReminders: if set to false, no reminders will be sent at all
- firstReminderDayAmount: an active recipient will retrieve a 1st notification after the defined amount of days. Values: 1 to (daysUntilExpire – 1)
- recurrentReminderDayAmount: an active recipient will retrieve a recurring notification after the first notification every configured days. Values: 1 to (daysUntilExpire – 1)
- beforeExpirationReminderDayAmount:an active recipient will retrieve a notification on the configured days before expiration. Values: positive integer
- daysUntilExpire: If the envelope isn’t finished or rejected within the defined amount of days, the envelope will expire. Values: 1 to _global.xml ‘maxEnvelopeValidityInDays’ setting (default: 28)
- Callback URL is fired when the envelope is finished (this means successfully finished & signed or by a recipient rejected). So you can notify your integrating system and get the information which envelope is finished (placeholder for envelope id is ##EnvelopeId##). If you want to listen to events within the workflow use the workstep-callbacks.
Attention: if the callback URL doesn’t return a HTTP 200 the envelope goes into an error state is will not be finished! eSAW tries to call the URL until it gets a HTTP 200 or reaches the limit of callback-attempts (30). - The meta data element allows you to store additional, non-eSAW-data (e.g. for archiving) directly in the envelope. You can retrieve this information via
getEnvelopeByIdcall. An example of metaData is to store data for the archiving system in the envelope. The callback-integrating solution then can download the files (PDF & Audit-Trail) and store them directly in the archive. - DisplayedEmailSender Configuration: If the displayedEmailSender is empty only eSignAnywhere is used. If the field is not empty, this text will be used before ” via eSignAnywhere”. Without displayedEmailSender the organization default setting is used. On-Premise or private SaaS allows to modify “via eSignAnywhere” text.
- attachSignedDocumentsToEnvelopeLog allows to add the final & signed document to the audit trail. Per default this feature is disabled. Note: this requires eSAW 3.4+
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