• Created by Unknown User (bimminger), last modified by Unknown User (gierlinger) on Aug 09, 2022

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The summary page provides a summary of the resulting envelope (before sending) and allows to double check different parameters. In addition, it allows to set some envelope-level parameters e.g. about e-mail notifications.

OverviewDescription

  1. Summary contains information about:
    1. Envelope name
    2. Recipients
      1. By clicking on the different recipients the recipient related messages will be displayed below
    3. Messages
    4. Documents
  2. Notification Settings
    Define the settings for the notifications (relative or absolute) expiration
    and also the notifications for the continuing reminders and the reminder before
    expiration.
  3. General Settings
    1. Use qualified timestamp
    2. Prevent editing form fields after envelope is finished
  4. Menu bar
    1. Discard envelope
    2. Save the envelope
      1. as draft
      2. as template
    3. Instantly sign the envelope
    4. Developer mode to download the JSON configuration of the envelope
    5. Send the envelope


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