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- From the SalesForce object that you want to use as parent record, click 'Send for Signature' button (if it's not visible, ask to your admin to configure it)
![](/download/attachments/223512863/image-2024-1-4_12-3-42.png?version=1&modificationDate=1704366222842&api=v2)
Creating an envelope from parent record allows you to (additionally to what is possible from "envelopes list"):
- Automatically add the SalesForce parent object as recipient (if configured in Recipient Settings).
- Map your SalesForce object fields to eSAW document fields and vice-versa (if the data mapping is configured on this SalesForce object ).
- Automatically store the signed document in eSAW (and audit trail file) in your SalesForce parent object.
![](/download/attachments/223512863/image-2024-1-4_17-23-47.png?version=1&modificationDate=1704385571802&api=v2)
Create a new envelope From Scratch:
![](/download/attachments/223512863/image-2024-1-4_12-8-4.png?version=1&modificationDate=1704366484655&api=v2)
- Data Mapping: choose the preconfigured data mapping that you want to use to map SalesForce data to eSAW envelope data (and vice-versa).
Please refers to Create New Envelope section to have detailed explanation of others fields.
- After the envelope creation, you will be redirected to the envelope detail.
![](/download/attachments/223512863/image-2024-1-4_12-15-51.png?version=1&modificationDate=1704366951465&api=v2)
- Note that:
- the selected Data Mapping is shown and can be modified.
- The contact is added as recipient by default.
Create a new envelope From Template:
- here you can see the list of your eSAW templates, chose the one that you want to use, select the data mapping and click the 'Use' button.
![](/download/attachments/223512863/image-2024-1-4_12-13-54.png?version=1&modificationDate=1704366836491&api=v2)
- After the envelope creation, you will be redirected to the envelope detail.
![](/download/attachments/223512863/image-2024-1-4_12-17-58.png?version=1&modificationDate=1704367080259&api=v2)
- Note that:
- the selected Data Mapping is shown and can be modified.
- The first 'place@holder.com' signer in your eSAW template is replaced with the contact by default.