You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

  • Click the gear on top right of the screen
  • Choose 'Advanced Setting' option 

  • Open Setting Drop Down

  • Choose 'Solution' option

  • Click on the 'Display Name' of eSignAnyWhere connector

  • in 'Configuration' section, add;
    • ApiToken
    • eSAW URL
  • And click 'Validate Authorization' button

  • After credential validation, you can click 'Save' button

  • in 'Update Workflow' tab, click the Start Workflow button 

  • in 'Recipients' tab, add recipient sources
    • Select entity
    • Modify:
      • First Name Field
      • Last Name Field
      • Email Field
    • Save


  • No labels