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.

• • Add a new recipient:

There are two way to add a recipient:

• • • Add Existing

• • • • 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 and 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 recipient 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 Reminder: 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 and Salesforce.