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After the envelope creation, you can act on it in the envelope detail.
Manage files 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.
There are two way to add a recipient:
- Chose the 'From' Salesforce object where you want retrieve the recipient.
- fill the 'Search' field to filter the result and press 'Search' button.
- select all recipients that you want to add end choose the preferred recipient type
- Click 'Save' button
- Add New
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:
-
- If you select the SMS authentication, you must fill also this field:
- 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:
- PIN code: the PIN code to insert to open the envelope.
-
- 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.
Envelope Actions:
the possible actions that can be performed on an envelope are visible on top of the envelope detail:
- 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.