- 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.
- Now you can:
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