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This guide explains how to create envelopes, both from scratch and from templates. In this guide, we will walk you through step-by-step instructions on two primary methods of envelope creation: starting from scratch and utilizing templates. After this guide you will be able to tailor envelopes to your specific needs, ensuring that each document meets your organization's requirement.
New envelope from scratch options
Figure | Description |
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| - From Scratch tab
- 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.
- 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.
- 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.
- If this option is selected a reminder will be sent to the signer.
- 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.
- If this option is selected, you'll see the preview of the prepared envelope before the sending.
- The signature type of the signature fields in documents.
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Figure | Description |
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| - 'Send Reminder' is enabled
- The number of days after which the reminder will be sent
- The number of days during which the reminder will be sent
- The number of days before envelope expiration when a warning is send to signers.
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Figure | Description |
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| - Envelope configuration.
- Envelope files management.
- Envelope recipient management.
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Figure | Description |
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Figure | Description |
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| - From Template tab
- List of your eSAW templates
- Click the 'Use' button to select the template to use
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Figure | Description |
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| - Envelope configuration.
- Envelope recipient management.
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Differently to "from scratch" creation:
- You cannot manage the document to upload because files are retrieved from the template
- The recipients are retrieved from the template, but can be modified