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  • Click 'New' button 



  • Create a new envelope From Scratch:

      • Envelope name: this is 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.
      • Email subject: this is 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.
      • Email body: this is 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.
      • Reminder Enabled: if this option is selected a reminder will be sent to the signer.

if you select this option you have to configure these additional fields:

        • Send a reminder to signers after receipt day(s): the number of days after which the reminder will be sent
        • Continue to send reminders every day(s): the number of days during  which the reminder will be sent
        • Warn signers before request expires day(s):  the number of days before envelope expiration when a warning is send to signers.
      • Days until expiration: 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.
      • Preview, Position Signature and Fields: if this option is selected, you'll see the preview of the prepared envelope before the sending.

if you don't chose this option, you have to specify also this option:

        • Default signature type: this is the signature type of the signature fields in documents.
    • After the envelope creation, you will be redirected to the envelope detail

      • Now you can:
        • change all value of envelope configuration on left.
        • manage envelope files to upload.
        • manage envelope recipient.





Create a new envelope From Template:

  • here you can see the list of your eSAW templates, chose the one that you want to use and click the 'Use' button

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

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