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  • Click 'New' button 


  • Create a new Envelope

    Figure
    Description

    1. Click 'New ' Button



  • Create a new envelope From Scratch:

    • New envelope from scratch options

      Figure
      Description


      1. From Scratch tab
      2. The name of the envelope. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user.
      3. The subject of the mail sent to the signer. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user.
      4. The body of the mail sent to the signer. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user.
      5. If this option is selected a reminder will be sent to the signer.
      6. 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.
      7. If this option is selected, you'll see the preview of the prepared envelope before the sending.
      8. The signature type of the signature fields in documents.

    • lf you select 'Reminder enabled Option' you have to configure these additional fields:

      Figure
      Description


      1. 'Send Reminder' is enabled
      2. The number of days after which the reminder will be sent
      3. The number of days during which the reminder will be sent
      4. The number of days before envelope expiration when a warning is send to signers.

    • After the envelope creation you can change all aptions

      Figure
      Description


      1. Envelope configuration.
      2. Envelope files management.
      3. Envelope recipient management.


Create a new envelope From Template:

  • New envelope from template options

    Figure
    Description


    1. From Template tab
    2. List of your eSAW templates
    3. Click the 'Use' button to select the template to use

  • After the envelope creation, you will be redirected to the envelope detail

    Figure
    Description


    1. Envelope configuration.
    2. Envelope recipient management.


differently to "from scratch" creation:

    • You can't manage the document to upload because files are retrieved from the template
    • The recipients are retrieved from the template, but can be modified
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